Private Wealth
For principal households who want a named desk rather than a product shelf.
- Discretionary portfolios authored line by line
- Wealth structuring and succession counsel
- One partner of record across the household
11Leadership
The partners of record.
Every relationship at Greyeagle is held by a named partner - accountable, reachable, and kept for the long term.
A named desk, for the long term.
Every relationship at Greyeagle is held by a partner of record - one person, accountable and reachable, who keeps your affairs in confidence for as long as you keep them with us.
Partners of the bank
Fig. - In counselAccountability that does not rotate.
Specialists may advise on a mandate; the partner of record does not change with the calendar. You write to one desk - and that desk answers.
Who holds the relationship.
Specialists may advise; accountability does not rotate through a call centre.
11Relationship tracks
How an introduction usually begins.
Three relationship tracks - described without prices. Terms are arranged privately after introduction and confirmed in writing.
Banking Stewardship
For families who measure continuity in generations, not quarters.
- Stewardship deposits entered as a relationship
- Custody and quieter day-to-day banking
- Correspondence held in confidence by one desk
Enterprise Counsel
For founders and closely-held companies still bearing their family names.
- Liquidity, treasury and transactional counsel
- M&A and pre- / post-liquidity planning
- A single partner beside the enterprise itself
Leave a request
Every relationship begins with a conversation, not an application. Share a few details when you are ready - there is no urgency on our side - and the office of the Managing Partner will correspond in confidence.
1897YearChartered
26DisciplinesAcross the house
24HoursTypical first reply