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Independent Financial Advisers

Broadening the spectrum of services to your clients

Working together

At Kleinwort Hambros we understand the importance of creating strong relationships based on trust, service, and expert knowledge. We share one straightforward goal - to add value to the services that you offer your clients to meet their needs with imagination, skill, and attention to detail.

We provide a comprehensive range of investment management services which are delivered with exceptional levels of service. These can be tailored to match each of your clients’ specific risk profiles, financial goals and the level of involvement they wish to have in managing their investment portfolio.

Traditionally only available to our own private clients, your clients can also benefit from access to a wide range of services, from our award-winning investment strategies to specialist lending products.

 

WHAT WE CAN DO FOR YOUR CLIENTS

INVESTMENT MANAGEMENT
BANKING AND DEPOSIT
LENDING
PLANNING

Discretionary portfolio management
Investment advisory
Execution only
Managed Portfolio Services
Global Custodian Services

Transactional banking service
Cash deposits
Visa infinite cards

Residential mortgages
Buy-to-let mortgages
Loans against portfolios
Cash-backed loans
Commercial lending

Trusts and foundations
Philanthropy

 

How we can support you and your clients

Through our personal approach, knowledge and attention to detail, we work with you to seek to protect and grow your clients’ wealth by providing everything you would expect from a modern and innovative private bank.

By choosing Kleinwort Hambros, you are able to:
  1. Maintain full control of your client relationship
  2. Carefully select only the services which are most relevant to your clients
  3. Draw on our expert Investment managers who have access to extensive research and market opportunities
  4. Benefit from collaborating with a financial institution with over 200 years’ experience of managing wealth
  5. Access full private banking services including specialist lending, cash deposit rates and banking cards

 

We are pleased to announce that we also provide our award-winning investment strategies to a select number of external platforms. These are Managed Portfolio Services (MPS) available through Novia, Transact, Elevate, and Standard Life.