who we are.

We specialise in bespoke wealth management to meet your individual needs. Whether you are looking for tailored portfolio management, wealth planning, Lombard Loans, socially responsible and impact investing, philanthropy services or multi-booking in numerous financial centres worldwide, we can help.

We offer you a single UK-based banker and dedicated investment manager, and a state-of-the-art single global technology platform where you can view, analyse and manage your wealth seamlessly online and on mobile devices.

We are a true private bank, independently owned and boasting one of the world’s strongest balance sheets. For over 220 years, we’ve been solely dedicated to bespoke wealth and investment management.

Read more about our UK offering here


  • Independent Asset Managers
  • Wealth structuring
  • Global Advisory
  • Traditional and Alternative Mutual Funds
  • Services for Family Offices
  • 投資助言・代理業務
  • Asset services & global custody
  • Estate and Succession Planning
  • Fiduciary Management
  • Global Assets+
  • Discretionary portfolio management & advisory
  • Trusts and Foundations
  • Private Equity
  • Wealth Management

get in touch.

Duncan MacIntyre Chief Executive Officer, UK

Please enter your lastname.

Please enter your firstname.

Please enter a valid email address.

Please select a category.

Please enter a message.

Something happened, message not sent.