Working alongside wealth managers, specialist financial advisors and lawyers our wealth management currency services are tailored to the needs of high net worth individuals
From professional sportsmen and women to company CEOs and entrepreneurs we have worked with the individual or their management agencies to remove the risk associated with foreign currency transactions and provide them better than bank exchange rates.
Our understanding of the currency needs within wealth management has enabled us to establish successful, mutually beneficial relationships with key participants in this arena. Indeed, we have helped many law firms and wealth managers grow their own business by introducing them to our clients.
If you are a high net worth individual or you act on behalf of someone we would like to discuss how our wealth management services have assisted with overseas property investments, repatriation of overseas income and wealth management by offering:
- Improved rates of exchange — you’ll find our exchange rates are amongst the most competitive available, beating the banks by as much at 3%
- No transfer fees — it can cost up to £25 to send funds overseas every month through your bank, so we can save you over £300 in transfer fees alone every year
- Dedicated Account Managers — you will be assigned your own experienced account manager who will be able to explain the process and implement a strategy to meet your/ your clients needs
- Protection from negative currency movements — unlike your bank, we can secure a favourable exchange rate for you for up to a year
What do I do now?
To discuss your requirements call us on +44 (0) 1491 577 550. Alternatively, click the Call Back button above and we will call you back at your convenience. If you wish to open a personal account, please complete our online application form.