Bertie de Klee has been named Senior Private Banker of the Year at the Citywealth Future Wealth Leaders Awards.
Weatherbys Private Bank
A personal private client banking service centred around your requirements. We provide day-to-day banking, including current accounts with no fees for overseas transactions, as well as foreign exchange services, flexible lending facilities and bespoke deposit accounts.
You will also have access to online and mobile banking, which will help you stay in control and provide access to your finances wherever you are.
As more complex financial needs arise, from pensions through to tax, trusts and estate planning, our Private Bankers can assist with your investments and financial planning.
Working with you
We appreciate your time is precious and are always delighted to meet you wherever suits you best, either in person at your office or home, or by using video conferencing, or with a simple telephone call. We would also be pleased to welcome you to our main banking offices in London, Wellingborough, Edinburgh and Manchester. Through the wider Weatherbys Banking Group, we also have offices in Newmarket, Penrith, Billingshurst and Swindon.
To support your relationship with your Private Banker, we also offer access to regular research, guidance and insights, as well as our programme of events and webinars allowing you to stay up-to-date with the things that matter to you.
Our clients
When you join Weatherbys, you join our family. We treat all our clients as individuals and provide you with tailored financial support for your lifestyle and future plans.
Our clients come from all walks of life. Some will have acquired or accumulated their wealth over the years, while others will be still on their wealth-building journey.
Typically we consider taking on individuals earning over £300,000 a year, or those that have assets worth more than £5m – but this is not set in stone. The overall picture of your financial situation is a key consideration.
Important information
The value of an investment and its income can both increase and decrease and you may not get back the full amount originally invested.