Our carefully selected private bankers and wealth managers partner with our clients to understand their requirements and provide targeted advice.
Our private bankers use their expertise of the risks and complexities associated with each individual’s unique financial situation. By carefully forging a sound understanding of your circumstances and objectives – now and in the future – your dedicated private banker will use their insight to manage your complete financial affairs. From on-going banking solutions to meeting your lifestyle requirements and managing your lending needs, every aspect of our service will be in keeping with your wider wealth and personal circumstances.
Kegs wealth managers will take the time to understand your circumstances, your life goals and your attitude to risk. Working with private bankers, our highly qualified wealth managers build a financial framework that spans both sides of the balance sheet to help navigate the complexities of the financial markets.
Through our detailed recommendations we will connect you to highly skilled professionals from within and outside Kegs to provide tailored solutions for each stage of your wealth journey. From protection and pensions through to tax, trusts and estate planning, we will provide a truly consolidated approach to managing your wealth. Continuously collegiate in our approach, we will work with your existing advisers and draw on our external intermediary network to provide the best solutions for your needs.
Complemented by our renowned Telephony team, Kegs 24 and our digital services, Kegs clients can access their wealth through a multitude of channels – each of which maintains the personal touch and high standards of delivery for which we are known.
