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.
Kleinwort Benson Funds and Asset Management - Top Kleinwort Benson Funds
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- Kleinwort Benson KGR Absolute Return
- 2 Middlefield Canadian Income Trust
- Kleinwort Benson Tapestry
- Kleinwort Benson Amadeus Fund
- Kleinwort Benson Anfield Fund
- Kleinwort Benson Bircham Fund
- Kleinwort Benson Buckingham Fund
- Kleinwort Benson Capital Portfolio Fund
- Kleinwort Benson Cardinal Fund
- Kleinwort Benson Catalyst Fund
- Kleinwort Benson Dragon Fund
- Kleinwort Benson Elfynn Fund
- Kleinwort Benson Feelgood Fund
- Kleinwort Benson Gorthleck Fund
- Kleinwort Benson Hawthorn Fund
- Kleinwort Benson Holmbush Fund
- Kleinwort Benson Ilex Fund
- Kleinwort Benson Imperial Fund
- Kleinwort Benson Jetwave Fund
- Kleinwort Benson Lancastrian Fund
- Kleinwort Benson Porthos Fund
- Kleinwort Benson Ramogan Fund
- Kleinwort Benson Water Tigress Fund
- Kleinwort Benson Wetherby Fund
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.
http://www.kbpb.co.uk
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