Kleinwort Benson Private Bank. Offering the services you need to manage, protect and enhance your wealth. As one of the United Kingdom’s leading wealth managers, Kleinwort Benson Private Bank strives to establish private banking relationships by matching our services to your needs providing ideas, expertise and solutions in response to each investors financial goals.
Kleinwort Benson Private Bank seek to understand your aims, aspirations, future plans and objectives. This is the key to any successful private banking relationship. Through total wealth management service you can enjoy life knowing your wealth is being expertly managed.
Kleinwort Benson Private Bank offer advice across a broad range of asset classes: cash alternatives, management of global bonds and equities, real estate and tax advantaged investments, including private equity for suitable investors. Other aspects of the wealth management service include advice on financial issues affecting you and your family such as school fees, pensions, health insurance, succession issues and wills.
Specialist services are available for entrepreneurs looking to grow their businesses or find new investment opportunities and for UK charities requiring portfolio management and trust administration skills.
Quality of service, depth of advice and performance are your key objectives. As one of the UK’s leading private client investment managers Kleinwort Benson Private Bank strive to fulfill your objectives. Investment management services are provided for funds over GBP 100,000 where active management in global bond and equities is required over the longer term. Kleinwort Benson Private Bank services apply to private individuals, trustees of private and grant making trusts, personal pension schemes and charities.
After in-depth discussions with you, a team of highly qualified professionals will structure your portfolio according to your wishes. By understanding your personal and risk preferences, Kleinwort Benson Private Bank can incorporate these into the management of your funds on a discretionary or advisory basis. We have a proven performance track record as measured against suitable benchmarks and our peer group of wealth managers.
Tax Planning / Compliance -
Kleinwort Benson Private Bank approach is founded on delivering solutions not products. One of the key elements in the management of your wealth is ensuring tax liabilities are minimised. This applies to income, capital gains and inheritance tax. Our advice ranges from the general use of personal tax reliefs to more complex plans requiring tailor-made arrangements. These could include using on and offshore trusts and special purpose investment vehicles. Here we will liaise and work with specialist tax advisers whenever appropriate.
Kleinwort Benson Private Ban can also complete your annual tax returns and handle any subsequent correspondence with the Inland Revenue.
Kleinwort Benson Private Bank Limited, Kleinwort Benson Financial Services Ltd, Kleinwort Benson Unit Trust Ltd and Kleinwort Benson Trustees Ltd.
These details could be out of date and Kleinwort Benson services may change. Information about Kleinwort Benson should be verified at the Kleinwort Benson website.
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The speciality pensions advisor offers shares and fund trading via ISA and SIPP - provides regular share tips and fund recommendation plus free guides to economic outlook, pension and investment planning.
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