Kleinwort Hambros

Service provider
Private Bank
Min. account size
Listed group
Size of wealth manager

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Kleinwort Hambros Factfile

Mouhammed Choukeir - Kleinwort Hambros
Mouhammed Choukeir
Chief Investment Officer

Kleinwort Hambros is the recently completed merger of the Kleinwort Benson and SGPB Hambros wealth management companies. The combined are at the forefront of wealth management services in the UK with offices around the Uk and being able to draw on the international exposure of the Societe Generale group. Kleinwort Hambros have been helping clients manage their wealth for over 200 years in the UK offering banking and private client services including investments, financial planning, trusts and corporate advisory.

Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Contact person Relationship manager
Fee structure Per trade, annual Fee
Min. account size £1,000,000
Portfolio lending
Mortages (residential)
Typical minimum mortgage £1,000,000
Other finance Jet
Online dealing
Timezones UK
Margin accounts
Retail banking
Ethical investing
Questions to ask?

Questions to ask?

Can I speak to the investment manager?
Can I get tax advice?
Will they help me with wills?
What we like

What we like

Excellent product offerings
Strong globally focused parent
Tradition blended with modernity

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