BECOME A CLIENT
Become part of an exclusive network, and let us help you build the future you want to see.
Offering our clients access to range of specialist banking and lending services. We can refer you to a range of options that have been built specifically for clients with additional needs as part of our wealth management service.
*Commercial and some buy to let mortgages are not regulated by the Financial Conduct Authority.
**The savings range is supported by the dedicated service centre at Metro Bank. Please contact us for more information.
Through St. James’s Place, we can provide access to a select panel of private banks. Each bank is chosen for a range of specific types of strategy, and facility. Providing the goal of offering a highly individualised service, to those clients needing either complicated credit solutions; or a tailored approach to their everyday banking.
For our clients who have a borrowing need you may be able to use your investment in St. James’s Place and Rowan Dartington as collateral for a short-term borrowing facility (subject to eligibility).
Metro Bank and Credit Suisse will take a charge over your investments and you will be unable to make any withdrawals from your charged investments without prior approval from the relevant bank.
Through St. James’s Place we can access a panel of foreign exchange (FX) providers offering foreign exchange services and international payment services to personal and business customers.
If you need to exchange currencies because you own a holiday home abroad, work internationally and pay into a foreign currency or have a company with overseas clients or suppliers; our FX offering can help support you. Our clients can benefit from modern, flexible and competitively priced foreign exchange services.
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth is a trading name of City Wharf Private Wealth Ltd. City Wharf Private Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’ City Wharf Private Wealth Limited is registered in England and Wales, Number 12529461. Registered Office York House, 23 Kingsway, London, England, WC2B 6UJ.
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