Whether you are managing personal wealth, growing a business, or planning for the next generation, clarity matters.
Our South West private banking team provides one clear relationship, led by a named private banker who coordinates your banking, lending, investments, and wealth planning — so everything works together.
Based in Exeter, we support clients across the South West and will meet you wherever it suits you.
Request a call from a private banker today
Long-standing private banking in the South West
For more than 30 years, Arbuthnot Latham has supported individuals, families, and business owners across the South West through some of life’s most important financial decisions.
Clients come to us when they are:
- Reviewing their private banking or wealth arrangements
- Navigating business growth, sale, or succession
- Planning for retirement or long‑term family needs
- Seeking a more personal banking relationship after outgrowing transactional banking
Our role is to simplify complexity and bring clarity, so you can make confident decisions informed by experience . No call queues, no chatbots – a named banker, focused on putting you first.
Meet your regional Private Banking Director
Phil Lock
Private Banking Director – South West
Phil leads Arbuthnot Latham’s private banking team across Dorset, Devon, Cornwall, and surrounding counties.
Clients value Phil’s clear, practical approach and his ability to bring structure and confidence to complex decisions – whether that’s managing personal wealth, planning for the long term, or navigating a business transition.
Working closely with specialist colleagues across the bank, Phil ensures advice is joined up, personal, and focused on what matters most to each client.
Direct: 020 7012 2568
Mobile: 07464 829423
[email protected]
One named banker, focused on you
At Arbuthnot Latham, everything starts with a relationship.
Your named private banker takes time to understand your full financial picture – personal, business, and family – and brings together the right specialists at the right time.
You deal with one experienced private banker who:
• Coordinates specialist expertise behind the scenes
• Travels to meet you across the South West
• Acts as a long term partner, not a product provider
Banking, lending, investment management, and wealth planning are all aligned through this one relationship.
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.
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
Whether you are reviewing your current banking arrangements or facing a specific financial decision, an initial conversation can help you understand whether Arbuthnot Latham is right for you.
There is no obligation, just the opportunity to talk through your situation with an experienced private banker who knows the region.
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