For those with over £250,000 (or currency equivalent) to invest, we offer both Advisory and Execution Only services accessed directly through our experienced team of Relationship Managers.
• Advisory Service: We offer investment advice on fund choice and asset allocation, providing you with comprehensive portfolio valuations in all the major currencies. We also structure one-off deposit solutions for our clients using a range of parameters and in close cooperation with our Dealing Room. We do not advise on individual equities and on their derivatives.
• Execution Only Service: We are able to execute the purchase and sale of a comprehensive range of securities products.
We can also provide our clients with custodial and nominee services.
- Wealth Planning Solutions and Fiduciary Services
We structure, establish and administer trusts, private investment companies registered in various locations, and foundations; all through our subsidiary in Jersey.
- Treasury and Dealing Services
Our Relationship Managers, in conjunction with our Dealing Room, are able to offer a full dealing service and provide you with the latest market information. We offer immediate competitive pricing in all major currencies, covering spot and forward periods and swaps trades. For sophisticated investors we offer access to a range of derivative instruments as investments, or for protection against interest, exchange, and equity risk.
We offer a full range of banking services in all major currencies, a comprehensive selection of deposit products and provide payment services, debit and charge cards and a wide-ranging internet banking offering – Leumi online.
We offer lending facilities against portfolios of securities, bank guarantees, cash deposits, and on a back-to-back basis.
We offer a flexible five-year interest only mortgage for a minimum amount of £1m. These mortgages feature a multi currency option and are intended for UK and expatriate high net worth individuals for the purchase of their main residential property in the UK.
