>Intermediaries

Intermediaries

Traditionally only available to our own private clients, you can now offer our extensive wealth management expertise to yours. Through our Wealth Partnership Service you can access our wide range of privileged investment management, private banking, fiduciary and reporting services specifically designed for high net worth clients. You will be able to offer your clients a full suite of private banking services, whilst maintaining full control of your personal client relationships.

This tailor-made service is designed to be flexible and collaborative so that you can adopt the most appropriate strategy for you and your clients.

We offer this service in Switzerland, Belgium, Luxembourg, Singapore, United Kingdom, Channel Islands, Gibraltar and Monaco.

Benefits

  • Full control of your client relationship
  • Access to extensive expertise,  research and market leading opportunities
  • Access to our expert teams of Investment Portfolio Managers or continue to work with  your own
  • Collaborate with a proven financial institution with a  wealth of experience of working alongside high net worth clients
  • The flexibility of using only the services you feel are important to your clients
  • Manage your own clients online via an investment, trading and custody platform
  • Access  to a network of integrated banking and investment jurisdictions

Our services

The extensive list of solutions available as part of the Wealth Partnership Services, are as follows:

  • Integrated private banking accounts, lending facilities, foreign exchange and multi-currency options.
  • Access to our wealth of investment expertise via discretionary portfolio management services
  • Whole of market access to collectives, direct equities, bonds, gilts, structured products and derivatives across most known world markets.
  • Global custodian facilities via our international offices
  • Full access to your clients’ portfolios, including banking balances and online dealing via the website, or via our dedicated Intermediary team.
  • Current and historical valuations, custody asset reports and model portfolio monitoring.
  • Access to our full suite of fixed income and equity research including our innovative Funds research platform
  • A prestigious credit card to compete with the best in the market.
  • International Trust and Fiduciary services from a team of experts, across a world-wide network of tax advantaged jurisdictions.
  • Access to an extensive range of over 200 ETFs’ across 9 stock markets worldwide.
  • Open Architecture Structured Products with a secondary market and daily liquidity.
  • Access to alternative investments such as Private Equity and International Real Estate.
  • Property finance
  • Marine and aviation financing
  • Art Advisory Services

UK

If you operate in the UK, please contact

Stefano Del-Federico
Head of Financial Intermediaries
+44 207 597 3131

Jersey

If you operate in Jersey, please contact

Matt Falla
Head of Financial Intermediaries
+44 1534 815 484

or

Robert Cooper
Senior Private Banker
+44 1534 815 658

Guernsey

If you operate in Guernsey, please contact

Matt Falla
Head of Financial Intermediaries
+44 1534 815 484

or

Ashley Dye
Assistant Private Banker
+44 1481 70 4386

Gibraltar

If you operate in Gibraltar, please contact

Carlos Martins
Senior Associate Director
+ 350 2000 20 22

or

Diana Ali
Senior Private Banker
+ 350 2000 20 14

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