First achieved in 2025, the accreditation has been reaffirmed following a detailed review of the bank’s investment process as well as periodic performance check-ins.
ARC Research is a leading provider of investment consulting, manager research and performance analysis, working to promote clarity across the investment management sector. Its 3D award is given to firms that demonstrate a consistent commitment to transparency, engagement and integrity.
Over the past year, the bank has continued to develop its investment offering.
In 2025, Weatherbys broadened access to gilts, giving its clients greater flexibility to manage short-term liquidity and generate tax-efficient, inflation-linked cash flows over longer time horizons – particularly relevant in the current environment.
The bank also partnered with Saxo Markets, enabling clients to manage investments directly through a platform offering access to 50 international markets across 46 countries and a broad range of asset classes.
Alongside this, the business has been strengthened with the appointment of Antonia Lim as Chair of the Investment Committee. Formerly head of Quantamental Investments at Schroders, she brings more than 25 years’ experience. She continues to serve as CIO of Impact Cubed, an investment advisory and data firm focused on sustainable investing.
Our Head of Investments, William Morris, said: “This year we’ve broadened the range available to clients and strengthened the expertise within the team. The ARC 3D award is an important marker that, as we continue to develop the service, we are doing so in a way that remains consistent, transparent and focused on delivering good outcomes for clients.”
The latest Weatherbys Banking Group annual report shows that investment assets under advice grew by 30% in 2025.