Intermediary services
A trusted partner for intermediaries
We regularly receive requests and referrals from the intermediary community, including lawyers, accountants, tax advisers, investment professionals and trust companies and work with them to get the best outcome for clients.
Our long-term associations with other businesses means we understand the importance of collaboration. These relationships are built on shared values, like respect, integrity and a clear focus on what’s right for the client. We never compromise the trust you hold; instead we add value through thoughtful private banking and wealth planning advice, complementing your expertise and enhancing the service our clients get between us.
Whether through a direct referral or as part of a broader advisory team, if you’d like to chat about working together, get in touch with one of our private bankers.