For individuals and families, a detailed and personal service
Kleinwort Benson has a long history of supporting individuals and families by providing the financial planning expertise they require to manage their personal wealth. We partner you through all stages of your life while you are working and earning up to retirement and beyond. People are attracted to our innovative and forward-looking approach to solving their financial challenges. Our capabilities are also well-suited to those with more complex needs, such as assets spread across more than one country involving multiple tax and legal jurisdictions. Kleinwort Benson is an ideal choice for individuals and families who also use our corporate advisory services. By working in conjunction with our private banking team, we are able to take a comprehensive view across their personal wealth and business interests.
An innovative approach
Our specialist financial planning and investment management teams help individuals, families and corporate SMEs find effective ways to grow, protect and pass on their wealth. We cover a number of advisory areas:
Unexpected events can have a dramatic impact on everyone involved, and undermine your plans for the future. To reduce uncertainty, we arrange protection policies to make sure you and your family remain secure no matter what happens.
Savings and Investments
Whether seeking to preserve and grow wealth over the long term or meet specific spending needs, such as school fees, we offer a range of regular and lump-sum investment solutions tailored to your objectives.
New pension regulations provide more flexibility and choice than ever before. We help you find ways to maximise your retirement savings while you are still earning, and then put in place strategies that provide a secure financial future in later life.
Without careful consideration and planning, inheritance tax can have a substantial impact on your family’s assets. We help you find appropriate ways to pass on your wealth efficiently as well as consider the implications of any decisions within your overall financial plan.
In addition to our financial planning expertise, we provide access to a wide range of specialist services that work alongside our core private banking team. From discretionary investment management to bespoke lending and corporate financing, we work together to provide you with the best service. In addition, we offer access to a wide network of other specialists from across our industry. Working with third parties to meet your needs allows us to provide flexible solutions.
We believe that to provide effective financial planning advice we have to help people think about their long-term objectives and understand the impact on their future in monetary terms. Using sophisticated software, we produce a series of models that assess the impact of any decisions so that you can make informed choices.
Other specialist services
In addition to our financial planning expertise, we provide access to a wide range of specialist services that work alongside our core private banking offering. From discretionary investment management to bespoke lending and corporate financing, we work together to provide you with the best service. In addition, we offer access to a wide network of other specialists from across our industry. Working with third parties to meet your needs allows us to provide flexible solutions.
Whatever your situation, our advice is the same:
- Engage with your finances as early as possible.
- Think about your future carefully before preparing and implementing a plan.
- Seek out professional advice when required.