At Kleinwort Benson we provide every client with a specialist team whose expert and experienced advice is channeled through one dedicated relationship manager. Available where and when you need them with a detailed knowledge of your personal circumstances and decision making unit; including your family, business interests and financial advisers, all of which enables us to create your personal plan.
Understanding your needs and aspirations is important to us, and crucial in the creation of your bespoke solution which for private individuals will include wealth management services such as investment management, tax, banking, trust and fiduciary services; and fund administration, custodian trustee, employee administration and special purpose vehicles solutions for our corporate clients. Our flexible and holistic approach, coupled with the breadth of services we offer, has ensured that the majority of our clients have remained with us for over two decades, as we have been able to help manage their wealth at each stage of their lives.
Kleinwort Benson is one of the most historic names in private banking and investment management in the UK, with roots firmly founded in the merchant banking business established by the Kleinwort and Benson families in 1780's. During the 1980's we were the 'go-to' adviser in the industry and advised on many of the major privatisations of the era, including British Airways and British Telecom. Today we continue to offer the best of both worlds, the flexibility of a small boutique bank yet one which forms the cornerstone of a leading global financial group, with a strong service-driven culture.
Kleinwort Benson operates from a network of offices across the UK, Channel Islands and Isle of Man, and currently has £5.1 billion Assets Under Management (as of 30 September 2011).
Learn more about our values, the opinions of our clients, and our financial strengths. We are committed to Treating Customers Fairly and are justifiably proud of our heritage and the awards we have won.
Read more about us or attend one of our forums regarding understanding wealth management, entrepreneurs, wealth and charities. We aim to be jargon-free, however other advisers may not be, so we have provided this glossary for your reference.