Home | Sectors | Private wealth

Private banks

Expert advice on all aspects of complex transactions and services within the private banking sector.

Carrara White Premium Marble Stone Texture

Overview Services Our work Our team What others say Insights

The private banking sector is dynamic, constantly shaped by regulatory changes, technological advancements and evolving client needs.

With a deep understanding of the sector we can help you anticipate and respond to its unique challenges. Our multidisciplinary team delivers comprehensive legal expertise to private banks on your products, operating systems and permissions. We also advise on the services provided to your customers, ensuring confident navigation of this complex environment.

We provide tailored advice across a range of issues, from property lending and international trust product development to reputational issues, tax-product opinions, mergers and acquisitions in the financial services sector and efficient offshore structuring.

To ensure you stay ahead in this competitive market, we deliver innovative solutions aligning with latest industry trends and regulatory frameworks. Our holistic approach integrates banking and finance, corporate, real estate, tax and private client services advice to deliver a seamless experience.

Whether revising mortgage documentation for secured lending or helping to structure cross-border financing transactions, we provide strategic, forward-thinking advice that adds real value.

Services

Bank lending

Tailored advice on bank lending to trusts, private individuals, and corporate entities.

International trust product development

Developing innovative international trust products meeting the needs of a global clientele.

Tax-product opinions and tax reputational advice

Strategically guiding clients to optimise your tax positions and maintain reputation.

M&A, reorganisations and restructuring transactions

Financial services specialists advising on ESG, employment, merger control, pensions and tax, underpinning our corporate transactional capabilities.

European real estate structuring

Navigating real estate transactions across European markets.

Drafting documentation suites

Supporting you in creating and updating comprehensive, compliant lending and security documentation.

Technology and data

Advising on business transformation projects and compliance matters including data, cyber breaches and AI.

Regulatory advice on permissions regimes

Ensuring compliance for domestic and overseas lenders on permissions regimes.

Disputes

Advising on disputes, including white collar crime and reputational issues.

Examples of our work

Mortgage documentation revision

Advising private banks on revising mortgage documentation for secured lending to HNWIs, their companies or trusts to ensure MCOB compliance; and reviewing Consumer Credit Act regulated documentation.

Loan management system

Negotiating contractual terms for development of a lender’s bespoke loan management system.

Investment portfolio establishment

Facilitating the creation of an investment portfolio for a global private bank, encompassing five diverse sub-funds.

Tax opinion for investment products

Delivering a comprehensive tax opinion for an international private bank’s innovative preference share investment products.

Disputes

Specialist financial services disputes and enforcement team advising major financial services providers – including Bank of Ireland, Nationwide, Handelsbanken and Openwork – on financial services disputes, regulatory investigations and anti-money laundering or terrorist financing.

Real estate financing

Acting for private banks on joint instructions with buyer or borrower clients including Kleinwort Benson (Channel Islands) Limited, C. Hoare & Co, Julian Hodge Bank, Weatherbys Bank and Coutts to finance real estate.

01

06