Kleinwort Hambros

Private banking, investment expertise, wealth and succession planning to achieve your goals now and in the future.

Kleinwort Hambros has more than 200 years of experience helping individuals, families, entrepreneurs, trusts and charities to manage their wealth. From expert wealth planning advice and investment strategies to specialist lending products, we provide the personal approach clients would expect from a modern and responsible private bank.

We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.

Our Cambridge office was established in 2007 to provide a highly personalised service to high-net-worth individuals and families, not only in the local area, but also across the East Anglia region. The experienced, highly qualified team are able to provide extensive wealth management, fiduciary, investment, financial planning and credit solutions that are tailor made for high-net-worth clients.

The office is headed by Mark Sinclair who is a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.  The team consists of experienced private bankers, a Chartered and Certified Financial Planner and senior support staff.

Kleinwort Hambros is the brand name of SG Kleinwort Hambros Bank Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm reference number is 119250. The company is incorporated in England and Wales under number 964058 and its registered address is 5th Floor, 8 St James’s Square, London SW1Y 4JU.


Best Private Bank UK 2021 - Global Private Banking Innovation Awards 2021
UK Private Bank for Talent Management & Diversity 2021 - Wealth Briefing European Awards
Outstanding Private Bank 2020 - Private Banker International
Top Trust Companies 2020 – Eprivateclient






Products and services

Philanthropy

Philanthropy is the desire to promote the welfare of others, expressed by the donation of money to good causes.

Kleinwort Hambros offers ongoing management and running of your charitable investments. We have a specialist team dedicated to assisting clients with the establishment and administration of Charitable trusts, Companies and Charitable Incorporated Organisations, which fall under the auspices of the UK’s Charities Commission and Companies’ House.

To find out more, please click on the link below:

www.kleinworthambros.com/en/our-services/planning/philanthropy/

Alternatively, contact Mark Sinclair who is based in our Cambridge office - mark.sinclair@kleinworthambros.com

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Planning

A comprehensive and well considered wealth plan is the key to taking care of your wealth for the long term and for current and future generations.

Our wealth planning team can help you whether you need a thorough review of your finances or specific advice on a particular aspect of your wealth planning needs.

At the beginning of our relationship with you, we want to make sure that we fully understand your circumstances, priorities and both your short and long-term goals. Whatever your situation, we are committed to offering you fair and objective advice.

To find out more, please click on the link below:

www.kleinworthambros.com/en/our-services/planning/

Alternatively, contact Mark Sinclair who is based in our Cambridge office at mark.sinclair@kleinworthambros.com

Find out more

Lending

Lending for life’s investments

We provide flexible lending solutions by consolidating various asset classes as collateral under one provider of credit. This enables clients to realise their individual goals with the lending solution as an integral part of their overall wealth plan.

Through our Specialist Lending Advisers, clients benefit from tailored solutions including home finance, (property purchase, bridging loans, equity release) and Lombard Finance (secured by marketable securities for the purchase of additional assets.)

Depending on the evolution of the client wealth planning structure all lending solutions can be provided to either individuals or personal holding companies.

To find our more, please click on the link below:

www.kleinworthambros.com/en/our-services/lending/

Alternatively, contact Mark Sinclair based in our Cambridge office - mark.sinclair@kleinworthambros.com

Find out more

Banking and Deposits

A personal service to manage your day-to-day needs

We offer a range of banking services to meet your needs simply and swiftly from managing your current account to fixed deposit accounts. You will also have access to a visa infinite card and foreign exchange transaction.

To find out more, click on the link below:

www.kleinworthambros.com/en/our-services/banking-and-deposits/

Alternatively, contact Mark Sinclair based in our Cambridge office - mark.sinclair@kleinworthambros.com

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Wealth Management

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Managing your investments requires time and expertise, as markets and solutions are becoming more complex and the flow of information may be overwhelming.

We work with you to develop an appropriate investment strategy that is right for you, based on a thorough understanding of your investment requirements, risk tolerance, performance objectives and investment preference.

To find out more, click on the link below:

www.kleinworthambros.com/en/our-services/wealth-management/

Alternatively, contact Mark Sinclair based in our Cambridge office - mark.sinclair@kleinworthambros.com

Find out more

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