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UK Private Wealth Adviser Index · Wealth & Investment

Family Office Banking Services

Banking relationships built for family office treasury needs — custody, multi-currency accounts, lending against complex collateral and cross-border settlement.

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About This Category

Banking relationships built for family office treasury needs — custody, multi-currency accounts, lending against complex collateral and cross-border settlement.

This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.

Directory available · 7 organisations

Inclusion in the Index is editorial and is not financial, investment or tax advice, nor a recommendation. Check a firm's current regulatory permissions directly with the relevant regulator before appointing it.

Editorial Directory

Listed alphabetically. Order carries no ranking, score or preference.

Arbuthnot Latham & Co., Limited

Private Banking · Commercial Banking · Wealth Management

London, UK (offices also in Manchester, Bristol, Exeter)

Founded in 1833 (re-founded 1994), Arbuthnot Latham provides private banking, commercial banking and wealth management, with dedicated teams for entrepreneurs, executives/professionals, and sports/media/entertainment clients. Parent company Arbuthnot Banking Group plc is listed on AIM (ARBB).

FCA: FCA and PRA authorised; specific Firm Reference Number to be confirmed against the FCA Register before publication

C. Hoare & Co

Private Banking · Bespoke Lending · Philanthropy Planning

London, UK

Founded in 1672, C. Hoare & Co is the UK's oldest family-owned bank, still owned and run by the Hoare family. Offers bespoke lending, investment advice and philanthropy planning, including specialist services for farms, estates and the arts/culture sector.

FCA: UK-authorised bank; FCA/PRA Firm Reference Number to be confirmed against the FCA Register before publication

Coutts & Co

Private Banking · Wealth Management · Trust & Property Finance

London, UK

Founded in 1692, Coutts is one of the UK's oldest private banks, historically serving British aristocracy and now a wide UHNW and family office client base, offering private banking, wealth management, property finance and trust services.

FCA: Company No. 00036695 · FCA/PRA Firm Reference Number 122287 · Authorised by the PRA, regulated by the FCA and PRA

EFG Private Bank Limited

Private Banking · Wealth Planning & Structuring · Family Office Services

London, UK (subsidiaries in Jersey and Guernsey)

UK-based private banking arm of EFG International, a Swiss private banking group headquartered in Zurich and operating in around 30 global locations. Serves UHNW individuals, family offices, trusts and charitable foundations, with services spanning discretionary, advisory and execution-only investment, wealth planning, lending and day-to-day banking. Based in the UK since 1989.

FCA: FCA Firm Reference Number 144036

Julius Baer International Limited

Private Banking · Wealth Planning · Credit Broking

London, UK

UK arm of Julius Baer Group, the Swiss private banking group founded in 1890 and headquartered in Zurich, with CHF 497.4 billion in group assets under management (2024). Julius Baer International Limited conducts investment, wealth planning and credit broking business for UK clients.

FCA: Company No. 01120330 · FCA Firm Reference Number 139179

Union Bancaire Privée (UK) Limited — formerly SG Kleinwort Hambros

Private Banking · Wealth Management · Family Office Services

London, UK

Following a 2025 acquisition, SG Kleinwort Hambros no longer operates under its former name and now trades as Union Bancaire Privée UK. Any references to "SG Kleinwort Hambros" in existing PMG materials should be updated to reflect this change.

FCA: Regulatory status to be confirmed directly against the FCA Register under the current entity name before publication

Weatherbys Private Bank

Private Banking · Relationship-Led Wealth Management

Banbury, UK (with London presence)

Weatherbys' private bank division won the Spear's Award 2023 for Best Private Bank (UK), noted for a relationship-led service model distinct from larger institutional private banks.

FCA: UK-authorised bank; FCA/PRA Firm Reference Number to be confirmed against the FCA Register before publication

Methodology

Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.

Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.

Submit or Correct a Listing

Firms working in family office banking services can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.

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Published practitioners in this field

The Adviser Index lists organisations. Private Wealth Experts is the separate, individual-level record of approved professionals.