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We have worked at the heart of the private banking and wealth management sector for generations. With long-standing relationships with many of the leading names in the sector, we understand how you work and more importantly, the kind of service you require in order to support your own dynamic and demanding client base.

We offer comprehensive, market-leading expertise tailored to the needs of private banks and wealth managers. Our experience in the sector means we understand how vital it is for you to implement regulatory changes with the minimum of client disruption, for client-facing documentation to be both compliant and reflective of your firm’s values, and for you to be able to provide lending solutions to fit your clients’ varied needs. We know what your clients expect in terms of service level, style of documentation and sensitivity of approach and we can support you to deliver on those expectations.

Our regulatory work for private banks and wealth managers includes drafting business-critical client facing documentation, such as terms of business and investment management agreements, as well as assisting with essential compliance matters such as the implementation of significant regulatory changes including GDPR and MIFID II.

We have extensive experience in advising private banks in relation to their lending activities. We provide expert advice on the regulatory aspects of lending to individuals and trusts, and have supported clients adapt to the many changes which have impacted regulated lending over recent years. We help clients structure their lending transactions and have particular expertise in advising on loans secured against real estate both residential and commercial and for investment or development purposes, as well as other asset types including art and aircraft.

Whether we are providing regulatory or lending advice or assisting a client in structuring the acquisition of a regulated business to complement their existing client services or advising on employment or data protection issues, you will receive the same mix of cutting-edge legal thinking and peerless service.

How can we help?

Contact the team about our services for private banks:

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