How can we help you to manage your wealth?

If you don’t have the time or expertise to manage your wealth and might ask; 

“Why do I need a wealth manager?” 

Read about Discretionary Services 

If you want to manage your portfolio with input and ideas from a trusted adviser.



Read about Managed Advisory Services

If you want to manage your own portfolio, keep your options flexible, but may want advice on asset allocation or potential investments.


Read about Advised Dealing Services

A trusted adviser for over 200 years

Kleinwort Benson is an independently owned private bank and leading provider of wealth management solutions to private individuals and fund administration services to corporate clients, operating from a network of offices across the UK, Channel Islands and Isle of Man. 

To find out more about us please explore our website, talk to one of our expert advisers or attend one of our regular forums regarding understanding wealth management, entrepreneurswealth and charities. We offer clear, jargon-free and individually tailored advice so you are able to make informed choices. However, other advisers may not be so clear so we have provided this glossary for your reference.

Feedback from our recent client survey:

“I liked the people, they are always attentive to the details and open with communication."

“I wanted a more personal and client focused service offering and relationship with a bank.”


Read more from our clients and about our awards

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Consumer deposit protection:


Your deposits are protected up to £85,000 by the Financial Services Compensation Scheme, the UK’s deposit protection scheme.
Any deposits you hold above this amount are not covered.
Please ask Compliance for further information or visit www.fscs.org.uk

 

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