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Why choose us?

Does your private bank offer bespoke wealth planning? We do.
Can your wealth manager offer bespoke lending? We can.
Can your private bank help you create a long-term investment plan? We can.

At Blueplanet Private Wealth we’re not the same as other private banks or other wealth managers. We offer our high-net-worth clients a truly bespoke, holistic service – helping them with all aspects of their wealth both today and in planning for the future.

Lasting relationships

Understanding your dreams and ambitions

We pride ourselves in building lasting relationships with our clients and their families. We don’t believe in a one-size-fits-all model. We invest time with clients so we can get a deep understanding of them as people – their ambitions, their dreams, and their goals. This understanding helps us tailor services to meet clients’ and their families’ needs now, and into the future.

Our advisers have experience in helping clients plan their finances for all life’s eventualities with confidence. We understand the complexities high-net-worth clients face, the pressures of living international lives, and the concerns over leaving a legacy.

An experienced team

Benefit from the expertise of our private bankers and specialists

From our offices in London, Isle of Man and Jersey, and our representative office in Dubai, our dedicated and professional team are waiting to help you. Our private bankers, together with the specialist wealth planning, investment, and lending teams, offer an award-winning service to all our clients.

We can help with wealth planning, investment management and private banking. We also provide UK residential mortgages, as well as lend against UK investment properties or international investment portfolios.

Our dedicated team of advisers offer a personalised end-to-end service, whatever your financial needs.

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OUR SERVICES

Our end-to-end service

Award winning
Often presented over multiple years, we believe our awards validate our commitment to our clients. We don’t seek out awards, but we take pride in them. It is recognition from the people who really matter – the clients whose wealth we are privileged to manage.

Client service
No two clients’ circumstances are the same and that’s why we treat all our clients as individuals. Our clients really appreciate the time we take to get to know them as people, so our recommendations are tailored to their needs.

International expertise
No matter where you live or work, we can help you with your financial planning and private banking needs. We have extensive expertise in working with people immigrating or returning to the UK, and people who lead international lives in multiple countries.

Wealth planning

Your needs are unique to you and, as such, you need your own wealth plan. Our team of wealth planners have decades of experience and ensures you can access the very best expertise to grow, protect and transfer your wealth. Through innovative cashflow modelling, we can show you how best to plan for today and the future.

Private banking

We pride ourselves on providing a bespoke personal service to manage all your day-to-day banking needs, wherever you are or however complex your circumstances. We lend against UK properties, as well as investment portfolios and our treasury team provides quick and streamlined foreign exchange services.

Managing your investments

We start by taking the time to understand your financial goals and aspirations. Our team of experienced professionals actively manage high-net-worth clients’ investments and offer a global approach to investing. Or, if you prefer to make your own investment decisions, we can help you execute them through our dealing and custody service.

Lending services

We have the flexibility to offer lending solutions that can be tailored to your individual circumstances, not just how well you fit a prescribed set of criteria. Each of our loans is reviewed individually to provide the most suitable solution. Your application is judged on its individual merits with consideration is given to your wealth as a whole.

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About us

We want to understand what matters to you and your family to support your needs now and in the future. As you’d expect from a boutique wealth manager, we treat you as an individual, offering certainty, consistency and flexibility while managing your finances and investments over the longer term. As a private bank, we can help you manage your money from day one.

Partner with us

Looking for a professional partner you can trust?

Partner with like-minded professionals who will offer your high-net-worth clients a personalised, high-quality service.

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RELATED CASE STUDIES

Read about more clients we have helped

We have helped countless clients with their financial needs – some straightforward, some complex. Our bespoke approach, were we really get to know our clients, allows us to often offer solutions that other wealth planners and private banks aren’t able to.

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