The Financial Institutions Group is a team dedicated to looking after the private banking needs of financial market professionals in London, such as investment bankers, partners of hedge funds and private equity firms. This client-centric team is experienced in dealing with individuals whose circumstances are similar to your own recognising the fact that a large proportion of your assets may be held in a single restrictive stock, deferred for a number of years, or held in other illiquid assets. We also recognise that your career will undoubtedly place demands upon your time and you may not be able to give as much attention to your personal financial affairs as you would wish. The team has the flexibility to tailor bespoke private banking solutions for you and your family.

We offer:

• Competitive term deposits in a range of currencies
• Bespoke credit solutions including lending against investment portfolios/shares, open and closed bridging facilities and residential development loans
• A comprehensive range of foreign exchange services including spot, forward contracts and options at competitive rates
• Independent holistic wealth planning and investment tax structuring including pension analysis
• An investment management service available with direct access to your investment portfolio manager
• An alternative and thematic investment offering
• Day-to-day private banking without a call centre, incorporating internet banking, visa debit cards and automatic sweeps to and from savings accounts
  

For further information about these services please contact:      

Paul Beach
James West
Robert Webster
Mandeep Dhillon
David Tomkins
Lee Clark

The service is available to all financial market professionals whose total compensation exceeds £500k or have over £500k to save or invest.