Independent Financial Advisors

Through our personal approach, expertise and attention to detail, we work with you to seek to protect and grow your clients’ wealth.

Broadening the spectrum of services to your clients

Your clients can benefit from access to a wide range of services, from our investment strategies toflexible lending solutions.

At SG 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.

We provide a comprehensive range of investment management services which are delivered with outstanding 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.

Discretionary Portfolio Management

Discretionary Portfolio Management

Our investment manager, guided by your investment goals and risk tolerance, will use their discretion to design, implement, and manage your investment portfolio.

The portfolio will be regularly evaluated and adjusted as needed to account for changes in the outlook for underlying investments, markets, or asset categories.

In addition to regular valuations, your investment manager will meet with you to discuss your portfolio and address any changes in your requirements. 

Learn more about the discretionary investment management services here.

With our on-line tool KH Channels, you can securely access your clients' accounts online to manage their portfolios. This allows you to view current holdings, place orders(1), performance, and generate ad-hoc valuations with just one click.

(1) During UK business hours only.

Helping you and your clients navigating financial markets with trust and conviction.

Lending

Lending solutions customised to meet your unique requirements.

Lending Solutions

Our experts provide you with access to a wide array of financial solutions, tailored to your clients' goals, financial means, and risk tolerance.


(3) Lombard lending is only likely to be suitable for clients who are experienced investors and understand the associated risks. A Lombard loan is backed by liquid assets from an investment portfolio, which is known as ‘collateral’. The borrower’s capital is at risk with such a loan and if the assets held as collateral lose value because of market volatility or exchange rate risk, the borrower must provide additional collateral or accept the possibility of a sale of their assets to reduce the amount of the loan. We recommend you take independent tax advice on such loans. It’s important to appreciate the specific risks associated with investment leverage before making any investment decisions.
(4) Where appropriate, we may be able to connect you with Societe Generale Private Banking for this service.  
(5) The Rules for the protection of retail clients of SG Kleinwort Hambros Bank Limited and its non-UK branches and the Compensation Scheme(s) do not apply to services provided by Societe Generale Private Banking entities in the EU.

Technical Solutions

Technical Solutions

We can provide robust and reliable online tools.

  • Your clients can access KH Online, a platform that provides secure access to banking and investment accounts, with advanced security measures.
  • As an External Asset Manager, you have the ability to utilize our SFTP (Secure File Transfer Protocol) Solution, a service that delivers files daily, offering a comprehensive view of cash and asset positions and transactions. This solution ensures you are up to date on the portfolios you manage and allows you to reconcile with your own systems.

Highly reliable and secure online resources.

Supporting you and your clients

By choosing SG 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, effective cash solutions and banking cards

We provide everything you would expect from a modern and innovative private bank.

Start a conversation

Most new relationships begin with a conversation. If you would like to be contacted by one of our advisors, please fill out the form below.

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