We provide a comprehensive range of investment management services which are delivered with exceptional levels of service. These can be tailored to match each of your clients’ specific risk profiles, financial goals and the level of involvement they wish to have in managing their investment portfolio.
Traditionally only available to our own private clients, your clients can also benefit from access to a wide range of services, from our award-winning investment strategies to specialist lending products.
WHAT WE CAN DO FOR YOUR CLIENTS
INVESTMENT MANAGEMENT | BANKING AND DEPOSIT | LENDING | PLANNING |
Discretionary portfolio management | Transactional banking service | Residential mortgages | Trusts and foundations |
How we can support you and your clients
Through our personal approach, knowledge and attention to detail, we work with you to seek to protect and grow your clients’ wealth by providing everything you would expect from a modern and innovative private bank.
By choosing Kleinwort Hambros, you are able to:
Maintain full control of your client relationship
Carefully select only the services which are most relevant to your clients
Draw on our expert Investment managers who have access to extensive research and market opportunities
Benefit from collaborating with a financial institution with over 200 years’ experience of managing wealth
Access full private banking services including specialist lending, cash deposit rates and banking cards
We are pleased to announce that we also provide our award-winning investment strategies to a select number of external platforms. These are Managed Portfolio Services (MPS) available through Novia, Transact, Elevate, and Standard Life.
For more information, please visit https://www.kleinworthambros.com/en/our-services/independent-financial-advisers/ or get in touch with Sam Hartles on 01799 533606
Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas. At Kleinwort Hambros we know how to simplify life’s financial challenges. We also understand the importance of creating a strong relationship with our clients. Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal service. All our staff, regardless of their role, helps create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.