A distinct investment philosophy

Our investment philosophy is built on five guiding principles that inform and underpin every investment decision we make on your behalf.

Long-term investment video

Long-term investment

Watch Markus Stadlmann, our Chief Investment Officer, discussing his views on long-term strategy.

 Income investing video

What is income investing?

Watch an interview with our Chief Investment Officer, Markus Stadlmann, discussing how you might get the most from your nest egg

 Investment of passions, cars video

Investments of Passion, Cars

In the first of the series, our video shows you the cars that have started rising in value, future classics and tips to buying.

Making investment choices


Identifying the right investment solutions for your financial needs is not simple. Read our useful guides to understanding risk and asset classes.

A nation of savers or investors?


Many of us have been brought up to believe that saving is the responsible thing to do.

Glossary of investment terms

A handy A-Z guide explaining some of the technical terms used when discussing investments.

Am I eligible for Private Banking?

The journey to achieving your life goals starts with a clear plan. We have a wealth of experience in providing financial advice and helping clients plot their futures.

For access to advice from a Private Banking and Advice Manager, you’ll need to have total assets of at least £250,000 including savings, investments and/or personal pensions or a sole annual income of £250,000.

Find out more about eligibility and fees


Book an appointment

Get in touch with one of our Private Banking and Advice Managers. 

No charges for the initial meeting to discuss your individual circumstances and objectives.

No obligation to take any of our services or products.

Before any services or products are provided to you, we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.

Book now


Speak to us

You can call us to arrange an appointment or ask a question.

Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays. Call cost may vary depending on your service provider