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London Office No.1 Kingsway London WC2B 6AN +44 020 7045 1320
South East 77 Mount Ephraim Tunbridge Wells Kent TN4 8BS +44 01892 701803
South West +44 07436 531141
Midlands +44 07483 016378
North East +44 07483 0129104
North +44 07483 005129
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We can help you and your family deal with some of the most important issues that come into your lives. We do this by combining the personal care of a trusted adviser with the support of experts. Working together as a team, we are able to draw upon our specialists in investments, pensions, tax, retirement, inheritance planning, protection and other areas of financial planning as your circumstances evolve. With our ongoing advice service, your adviser can review your position regularly to help safeguard your long-term goals.

And if you bank with Handelsbanken, your adviser and branch team will work together on all the elements of your financial affairs to provide a fully integrated financial service that gives you peace of mind for today, tomorrow and your long-term future.

Hear more about how we work with you from Client Director, PK Patel.

Efficient financial planning and investment management are often seen as the domain of private individuals, but we believe it is equally important to make surplus corporate funds work hard to help preserve and grow balance sheet strength over the long term.

By working closely with you as a corporate customer, we gain a deep understanding of your circumstances and requirements and can help you to invest longer-term surplus funds that are not required for working capital or asset purchases.

By forging a partnership with our charity clients, we get to know the unique drivers and nuances of each organisation. This allows us to provide an investment solution that is aligned to their particular needs, from income generation to capital preservation and growth.

We work closely with trustees and executives, to manage the portfolios of a diverse range of charities, from arts and culture to education, health and international development.

We regard it as a privilege to be entrusted with the management of charitable assets and through our work with private individuals, families and charities, we have earned a reputation for integrity, personal service and helping our customers to achieve their financial goals. It is a source of pride to us that our charitable business comes almost entirely from referrals.

The Private Office team provides wealth management solutions for customers with substantial assets and complex financial affairs. Many have been successful in creating their own wealth, but this often brings its own challenges. Our customers want to ensure that there is a coherent strategy in place for their assets to work best for them, their family, future generations and often charitable causes.

When you engage with the Private Office team, you benefit from our significant experience of being trusted advisers to successful people and families over many years. We understand the importance of assisting with the management and investment of your wealth in a way that enables you to have the level of involvement and control that works best for you.

Your adviser will work with you to create a route map for your wealth, to formulate your objectives and priorities, and advise on how your wealth should be structured to fulfil these most effectively. To do this, they will draw upon our specialists in key areas including investments, tax, philanthropy, and other areas of financial planning as your circumstances evolve. If required, they will also work with external professionals where there are valued relationships already in place or where specialist services are required.

And if you bank with Handelsbanken, your adviser and branch team will work together on all the elements of your financial affairs to provide a fully integrated financial service that gives you peace of mind for today, tomorrow and your long-term future.

Hear more about how our Private Office can help you with Client Director, Christine Ross.