Independent Financial Advisors

Through our personal approach, expertise and attention to detail, we work with you to seek to protect and grow your clients’ wealth.

Broadening the spectrum of services to your clients

Your clients can benefit from access to a wide range of services, from our investment strategies to  flexible lending solutions.

At SG Kleinwort Hambros we understand the importance of creating strong relationships based on trust, service, and expert knowledge. We share one straightforward goal - to add value to the services that you offer your clients to meet their needs.

We provide a comprehensive range of investment management services which are delivered with outstanding levels of service. These can be tailored to match each of your clients’ specific risk profiles, financial goals and the level of involvement they wish to have in managing their investment portfolio.

Discretionary Portfolio Management

Discretionary Portfolio Management

Our investment managers, guided by your clients' investment goals and risk tolerance, will use their discretion to design, implement, and manage your clients' investment portfolio.

The portfolio will be regularly evaluated and adjusted as needed to account for changes in the outlook for underlying investments, markets, or asset categories.

Learn more about the Discretionary Portfolio Management services here.

With our on-line tool KH Channels, you can securely access your clients' accounts online. This allows you to view current holdings, performance, and generate ad-hoc valuations with just one click.

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.