Client service

With our considerable experience in the world of private banking, we place great importance on forming long-term, mutually-beneficial relationships with our clients.

We enjoy working closely with each of our investors to understand their areas of focus and how different components of our product range might be used within their portfolios. In addition to a dedicated client service representative to cover their account, clients have access to specialist investment and non-investment staff who can provide, among other services, information on their portfolio, market insights and recommendations, bespoke risk management and tailor-made fund structures.

Our clients receive regular written updates on performance and positions within their portfolios and on matters of more general investment interest. On-site meetings and visits from our investment teams and product specialists can be arranged on a regular or an ad hoc basis.

Contact our Client Service team