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
04The Reserve Card
The Reserve Card, in satin-black.
A single instrument for the principals of the bank - quiet where others are loud, and settled by a partner of record.
Quiet where others are loud.
Issued by invitation and settled by a named desk, the Reserve is designed to disappear into a life well-run - no ornament, no announcement, and no compromise on the service behind it.
By invitation
The instrument, in satin-black.
Issued by invitation and settled by a partner of record.
No ornament. No announcement. No compromise on the standard of service behind it - from concierge arrangements to global acceptance and dedicated correspondence.
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