Specialist Interest

Arbuthnot Latham has experience offering advice and services to Ultra High Net Worth Families. Our work often spans several generations of the same family and encompasses the entire suite of their needs. Our services for families include Private Banking, Wealth Planning, Wealth Structuring, Discretionary Investment Management and much more.

We know your requirements can be demanding and complex. That's why our dedicated, highly qualified team of Private Bankers, Chartered Financial Planners and Investment Managers work together to ensure your family's needs and wealth are managed and protected as appropriate.

Our Chartered Financial Planners are among the most qualified in the industry, with an average 15 years experience per individual. Arbuthnot Latham is the only Private Bank to date that has been awarded Corporate Chartered status by the Chartered Insurance Institute (CII).

Our team approach utilises our professionals' extensive experience, drawing upon their specialist awareness and knowledge to maximum collective effect.

Our Executives Group specialises in advising and managing the wealth of Senior Executives and Financial Market Professionals.

As a Senior Executive or Financial Market Professional you will enjoy unique opportunities to create wealth, however, these opportunities may also present challenges:

• A large percentage of your personal wealth may be held in illiquid assets, restricted stock, or stock options.
• A demanding schedule may prevent you from creating a comprehensive wealth management strategy.
• Your employment and personal wealth may be highly correlated with equity markets.
• A constantly changing tax environment may make it difficult for you to mitigate your tax burden and take advantage of current legislation.

If you are the owner manager of a business and you are considering an exit then we have experienced Private Bankers who can work with you and your trusted advisors to help you get prepared for a sale.  Our network of business coaches, lawyers and tax advisors are also ready to assist.

In addition, our experienced Private Bankers can formulate creative lending facilities to help you:

• Invest in your business.
• Buy a holiday home.
• Help your children buy their first home.
• Fund a development project.

How we can help

• Our dedicated team of highly qualified Private Bankers, Chartered Financial Planners and Investment Managers work together to ensure your needs and wealth are managed to your individual requirements.
• Our Executives Group has a breadth and depth of knowledge in dealing with clients who have complex financial needs similar to yours.
• Our Private Bankers and Chartered Financial Planners have an average industry experience of 24 years.
   

Our expert team:

• Paul Beach
• Christopher Bland
• Mandeep Dhillon
• James West
• Lee Clark
• Farah Gondal
   

Arbuthnot Latham's Media, Entertainment and Arts Team provide a fully independent and tailored private banking service to individuals and businesses in this diverse sector.

Our team offers advice and services specifically catered to media professionals using our in-house Chartered Financial Planners and Investment Managers.

We have a wealth of experience in this dynamic sector and we are always delighted to work in partnership with your existing professional industry advisers to exceed your expectations.

Our expert team:

• Paul Denman
• Robert Easter
• Oona Ferst
• Amanda Weston
• Shane Powell
• Hannah Williams
• Harriet McIlroy
• Helen Praou
• Emma Spence

Our specialist motorsport team is just as much at home in the pit lane as in the financial services fast lane. Our bankers have race licences, attend events, and love racing as much as our clients.

We are the main sponsor of the Historic Grand Prix Cars Association and a partner in schemes such as the MSA Race Elite Scheme. Our expertise gives us a unique insight into the needs and financial affairs of professional drivers, club drivers, motor enthusiasts and other individuals involved in motorsport at all levels.