copy Case study: Simplifying lawyers’ finances by developing a comprehensive and tax-efficient wealth plan

This case study is based on the diverse strategies we employ to assist our clients and aims at illustrating how we simplify their financial challenges. To ensure confidentiality, it does not depict a particular case.

With our help, our clients have now peace of mind regarding their financial affairs and can focus on their careers and family.

The Situation

Our clients are a prominent barrister and his wife, who is also a lawyer. Due to their busy schedules, they struggle to effectively manage their personal affairs.

Discretionary Portfolio Management

Financial challenges

Over the years our clients have accumulated significant assets from various employers, ending up with fragmented pots of wealth.

Helping you and your clients navigating financial markets with trust and conviction.

Lending

Lending solutions customised to meet your clients' unique requirements.

Lending Solutions

We provide you with access to a wide array of financial solutions, tailored to your clients' goals, financial means, and risk tolerance.


(1) Lombard lending is only likely to be suitable for clients who are experienced investors and understand the associated risks. A Lombard loan is backed by liquid assets from an investment portfolio, which is known as ‘collateral’. The borrower’s capital is at risk with such a loan and if the assets held as collateral lose value because of market volatility or exchange rate risk, the borrower must provide additional collateral or accept the possibility of a sale of their assets to reduce the amount of the loan. We recommend clients take independent tax advice on such loans. It’s important to appreciate the specific risks associated with investment leverage before making any investment decisions.
(2) Where appropriate, we may be able to connect your clients with Societe Generale Private Banking for this service.  
(3) The Rules for the protection of retail clients of SG Kleinwort Hambros Bank Limited and its non-UK branches and the Compensation Scheme(s) do not apply to services provided by Societe Generale Private Banking entities in the EU.

Banking Solutions

Banking Solutions

Our approach to banking combines the personalised attention of a dedicated Private Banker with the convenience of online banking, providing your clients with a simple and efficient way to manage their finances.

  • Transacting: Our accounts are available in multiple currencies and offer instant access, with no limit on the amount of assets your clients can hold with us.

  • Saving: We offer a range of simple but effective cash solutions with competitive rates of interest in a variety of currencies. View our deposit rates.

  • Digital: Your clients can access KH Online, a platform that provides secure access to banking and investment accounts, with advanced security measures.

Highly reliable and secure online resources.

Supporting you and your clients

By choosing SG Kleinwort Hambros, you are able to:

Maintain full control of your client relationship

Carefully select only the services which are most relevant to your clients

Draw on our expert Investment managers who have access to extensive research and market opportunities

Benefit from collaborating with a financial institution with over 200 years’ experience of managing wealth

Access full private banking services including specialist lending, effective cash solutions and banking cards

We provide everything you would expect from a modern and innovative private bank.

Start a conversation

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Part 1
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