Independent Financial Advisers
Broadening the spectrum of services to your clients
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
Discretionary portfolio management
Transactional banking service
Trusts and foundations
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:
Maintain full control of your client relationship
Carefully select only the services which are most relevant to your clients
Draw on our expert Investment managers who have access to extensive research and market opportunities
Benefit from collaborating with a financial institution with over 200 years’ experience of managing wealth
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.