As your wealth or business grows, so can complexity. Navigating new tax rules, a change in family circumstances, or a business sale or acquisition can all require high-stakes decisions.
In these moments, the risk is not just making the wrong choice. It is delaying action, overlooking detail, or missing opportunities that can affect your business, your family, or your legacy for years to come.
At Arbuthnot Latham, we believe the most effective banking relationships are built on understanding, not transactions. Your banker takes the time to understand your ambitions and pressures before offering solutions.
Our clients come to us at moments when decisions matter most. They value clear thinking, experienced judgement and a partner who can help them weigh their options, assess risk, and move forward with confidence.
How we can support you
Manage and enjoy your wealth
Day to day banking, tailored lending, liquidity planning, and lifestyle needs – delivered personally and efficiently.
Plan with confidence
Investment management and wealth planning aligned to your goals, timescales, and tolerance for risk.
Navigate change
Clear, experienced support when facing business growth, sale, succession, or significant life decisions.
Meet three of the people who put this approach into practice:
Managing your wealth as it grows more complex
As your finances grow more complex, you have a dedicated banker and specialist team helping you structure, grow, and protect what you have built.
In this video, Jack Barrett, Senior Private Banker and 2025 Private Banker of the Year at the Citywealth Future Leaders Awards, shares how that support works in practice.
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Supporting the decisions behind your business
Working closely with you and your team, helping you manage cash, capital, and investment with a long-term perspective.
In this video, Annabelle Juffs, Commercial Banker from our dedicated Media sector team, shares how she works alongside business clients to support their plans and priorities.
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Planning for what comes next
Looking at your full picture today and what you want to achieve tomorrow, bringing clear, coordinated advice to help you plan with confidence.
In this video, Shalu Kara, a Chartered Financial Planner in our Wealth Planning team, explains how thoughtful planning helps turn long‑term goals into clear, practical decisions.
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Decisive moments
Major financial decisions often come at pivotal moments. We can help you navigate them with confidence.
High-value purchases
Access your wealth efficiently for major purchases through tailored lending and holistic planning, without compromising long term goals.
Managing business cash
Put surplus cash to work efficiently, balancing day to day needs with long term ambition while retaining flexibility to seize opportunities.
Adapting to tax rules
Navigate changing tax rules confidently with planning that protects wealth, adapts, and ensures decisions today support tomorrow’s goals.
Independently recognised for exceptional service
Our approach to private banking is consistently recognised by independent industry bodies. These awards reflect what matters most to our clients: continuity, access, and confidence in the advice they receive.
Start a conversation about your next big decision
When you have a big decision, is your private or commercial bank there? If not, maybe it is time to start a conversation with us.
Share your details and we will arrange the start of a meaningful conversation with a dedicated banker.
Why 94% of our clients are delighted with our service
Clients consistently tell us they value the reassurance of dealing with one experienced banker who understands the whole picture– not just individual transactions. That continuity builds trust, confidence, and long‑term relationships.
Source: 2025 Client Feedback Survey
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.