Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Lloyds Private Banking

  • Min. account size

    £250,000
  • Company type

    Private Bank
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Large
  • Size

    Global
  • Founded

    1963

Lloyds Private Banking Factfile

At Lloyds Bank Private Banking, we aim to build deep, lasting relationships which help you realise your financial ambitions. Supported by a team of experts, and with access to an extensive range of specialist wealth planning services, your Private Banking and Advice Manager can help you shape your financial plans in a way that aims to nurture and protect your wealth.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £1,000,000
Contact person Relationship manager
Portfolio types Bespoke, trackers, finds
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £1,000,000
Other finance
Online dealing
Timezones
Margin accounts
Retail banking
Ethical investing
Philanthropy

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