We understand that as a senior executive or business owner, your requirements will be many and varied. That’s why we take time to develop a deep understanding of your aspirations and goals so that together we can achieve the best solutions for you and the people you care about, understanding that:

  • A large percentage of your wealth may be held in illiquid assets, restricted stock or stock options
  • A demanding schedule may prevent you from creating a comprehensive wealth strategy
  • An ever-changing tax environment may make it difficult for you to mitigate your tax burden and take advantage of current legislation
  • You may be working towards a business exit and benefit from the introduction of professionals who will aid in the preparation and execution of your business sale

Whether you are investing in a growing business, drawing near a trade exit or funding a development project, your Private Banker will advise you of the best options available. You will benefit from:

  • A single, consistent point of contact for your banking, wealth planning and investment needs
  • Practical and clear tax planning
  • Online and mobile banking
  • A fair, honest and transparent fee structure
  • Network of business coaches, lawyers and tax advisers ready to assist
  • Introduction to existing clients and like-minded individuals
  • Estate planning incorporating the most efficient ways to pass your wealth to the next generation
  • Access to our full suite of services including Chartered Wealth Planners and our Investment Management and Commercial Banking teams

“Banking with Arbuthnot Latham reminds me of how banking used to be – having all the expertise I need at a one-stop shop. I know that if I need help, have a problem or need advice, my Private Banker is always there to help.”

Steve Twydell

CEO, 3T Group