Why choose us

We are committed to helping your firm with the day-to-day management of your clients’ money and safeguarding their assets, ensuring tailored investment portfolios meet their current and future needs. Our core values of integrity, respect, and collaboration ensure that we are a banking partner you can trust.

Complete and compliant banking experience

Our full-service banking solution caters to professional deputies managing clients' financial affairs, offering dedicated accounts, online banking, and third-party debit cards for seamless transactions. Additionally, we provide expert wealth planning and investment management to ensure long-term financial stability, tailored to sustain your clients' lifestyles and cope with rising costs over their lifetime.

Our dedication to values

With over 190 years of heritage, we are a trusted name in banking and investment, prioritising integrity, respect, and collaboration. We value openness, honesty, and inclusivity, working together to help you confidently manage your clients’ financial affairs.

Financial strength and stability

Our financial health is robust and well-recognised. We adopt a conservative operating model that targets long-term stability over short-term gain. As a result, we maintain very strong levels of capital and liquidity when reviewed against peers.

A relationship-led approach

Our relationships are what sets us apart and are at the core of everything we do. Our dedicated team draws from extensive knowledge and experience working with the sector. We understand the challenges facing professional deputies, providing advice and financial solutions that help you navigate ahead.

Speak to our experts

Are you ready to learn more about partnering with Arbuthnot Latham and what we can offer your firm?

Contact us today

Services to help you go further

Speak to our experts

Are you ready to learn more about partnering with Arbuthnot Latham and what we can offer your firm?

Wealth planning and investment management

We want to be certain that we are acting in the best way for your clients’ long-term financial stability. Our highly qualified and experienced advisers determine the right wealth planning strategy specifically tailored to short-term and long-term goals.

  • In-house, extensively researched, well-diversified, risk-managed portfolios.
  • Cashflow planning, detailing your clients' current financial status and projected future activity, to assist in managing complex expenditure patterns.
  • Advice to help grow your clients’ wealth in a tax-efficient manner.
  • Advice on estate planning to aid your clients in passing their wealth on to the next generation.

Become a client

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Banking services for everyday payments and cash management

Our deputyship bank accounts and online and mobile banking services make managing your clients’ money convenient, effective, and compliant.

  • FSCS protected deputyship accounts that can be opened in as little as 72 hours, faster than the majority of UK banks.
  • Global mandate appointment for managing funds for your clients across borders.
  • Secure online banking with convenient features such as data import and export and authorised user access levels.
  • Third-party debit cards can be issued to carers and protected parties with set spending and balance parameters managed by the professional deputy.
     

Become a client

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Meet the team

Dan Stevens

Commercial Banker

Mobile: +44 (0)7388 377519
Email: DanStevens@arbuthnot.co.uk

Eleanor Levett-Millett

Commercial Banker

Mobile: +44 (0)7748 767761
Email: EleanorLevett-Millett@arbuthnot.co.uk

Liam

Commercial Banking Executive

Mobile: +44 (0)7826 143 654
Direct Line: +44 (0)20 7012 2062
Email: FlorenceJones@arbuthnot.co.uk

Becoming a client

Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.

+44 (0)20 7012 2500

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