Arbuthnot Latham Private Bank

Service provider
Private Bank
Min. account size
£500,000
Ownership
Listed Group
Size of wealth manager
Small
Founded
1833
Size
UK Wide

Arbuthnot Latham Private Bank Factfile

James west
James West
Senior Private Banker

Arbuthnot Latham is the wealth management division of Arbuthnot Banking Group, an AIM listed financial company. Founded over 180 years ago Arbuthnot Latham combines Private Banking, Wealth Planning and Investment Management and prides itself on the level of personal relationship that it offers clients

Contact person Relationship manager
Types of portfolio Model, bespoke
Portfolio Types Fund, Direct, Tracker, Mixture, Ethical
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Fee structure Annual fee
Min. account size Trackers, direct equities, direct bonds
Portfolio lending
Mortages (residential)
Min. mortgage size £1,000,000
Other finance
Retail banking
Ethical investing
Philanthropy

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Questions to ask?

Questions to ask?

What's the financial strength of the bank?
How do they differ to big private banks?
What we like

What we like

Big on client service, small on size
They offer a wide range of services
They stick to what they do best
Not aggressive on high account opening size

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Articles by Arbuthnot Latham Private Bank