Award -
Arbuthnot Latham named Outstanding Private Bank for Client Engagement 2023
We are delighted to have been named Outstanding Private Bank for Client Engagement at this year’s Private Banking & Wealth Management Conference & Awards.
This award recognises the private bank that has gone above and beyond in engaging its clients. In making their decision, the judges considered factors including our service performance record, customer engagement statistics, use of technology and social media, and initiatives undertaken over the past year.
A key part of being able to demonstrate our focus on client engagement was based on the findings from our 2022 client survey. A standout achievement was our clients’ satisfaction with their relationship manager, which came in at an impressive 9.28 out of 10. The survey also revealed that our clients are more likely to refer us than the industry average.
We were also recognised for continuing to evolve and adapt. In 2022, we refined our segmentation approach to gain a deeper understanding of our clients and to service and support them more effectively.
We introduced dedicated teams with industry expertise serving private banking clients across distinct sectors:
We also invest in platforms and technologies which support us in continuing to improve the client experience and provide a more personalised and convenient service.
Kevin Barrett, Managing Director, Private & Commercial Banking Arbuthnot Latham said:
“In an increasingly digital world, real conversations with people who know you and understand your financial needs are increasingly rare. But at Arbuthnot Latham, we believe in offering a truly personal experience, with access to your banker and client support team. We listen. We get to know you. And once we understand your needs, we deliver expert solutions swiftly, keeping in-touch and always at the end of phone if you need advice and support. This is what our clients value and what sets us apart in the industry; we’re delighted to be recognised for this outstanding client service award.”
The Arbuthnot Latham experience
We are a bank for individuals and businesses, focused on delivering across all your financial needs: banking, borrowing, financial planning and investment management.
Our approach is based on helping our clients to go further. We do this by supporting them to achieve their financial goals, building trusted and lasting relationships, and delivering expertise and advice efficiently.
Further reading
Helping you go further
Relationships matter. We get to know your financial needs and long-term ambitions, delivering a service that lasts a lifetime.
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.
Related services
DISCLAIMER
This communication should be considered a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research. It is for information purposes only and does not constitute advice, a solicitation, recommendation or an offer to buy or sell any security or other investment or banking product or service. You should seek professional advice before making any investment decision. The value of investments, and the income from them can fall as well as rise, and may be affected by exchange rate fluctuations. Investors could get back less than they invest. Past performance is not a reliable indicator of future results. The tax treatment of investments depends upon individual circumstances and may be subject to change.
The contents of this communication are based on opinions or conditions as at the date of writing and may change without notice. To the extent permitted by law or regulation, no warranty of accuracy or completeness of this information is given and no liability is accepted for its use or reliance on it.