Family office service
Fairbairn Private Bank can offer customised
wealth management services tailored specifically to the needs of
wealthy families. By listening to and understanding your interests
and priorities, and assessing all the family’s assets, we work
together to create personal asset allocations that meet your
family’s long-term goals and attitude to risk.
We assess the needs of the family based on
worldwide assets, whether held with us or not. We then advise
on the most appropriate mix of assets to achieve the family’s
financial objectives. Those assets which are designated to be
maintained with us will be held in our discretionary
investment management service. We take responsibility for
investment performance and provide regular consolidated reporting
on all your assets held with the bank. In addition, we will
provide comprehensive reviews of your total assets on a regular
basis.
With our independent approach, we work in
conjunction with your existing professional advisers to achieve tax
efficient structures and advise on all aspects of finance relevant
to the family, including succession planning, philanthropy and
financial education. Should you wish us to source other financial
managers to assist your family, we undertake research and organise
client presentations delivered by relevant specialist or generalist
investment managers.
The family office service would be of most
benefit to families with investable assets of £10 million or
more.