Through our Family Office Services group, we apply the best thinking of our organization to the specialized needs of our clients. Recognized as innovative since our founding, our services are grounded in centuries of experience yet informed by deep insights and commitment to the needs and challenges of today’s family offices and multi-family offices.
Each relationship is led by a senior relationship manager and supported by a dedicated team, ensuring a breadth of relevant expertise and attention to every client need. Leveraging the capabilities of Crest Depository Ltd Wealth Management and Crest Depository Ltd’s institutional investment management and investment servicing resources, this dedicated manager and team thoughtfully integrate our solutions to best serve the unique needs of each client.
Since 1995, we have provided private banking for United Kingdom’s wealthiest individuals and families. From checking and savings accounts to sophisticated financing structures, we create innovative solutions and deliver unparalleled personal service.
Credit & Lending Services
Self-Directed Investment Services
Deposit & Payment Services
Wealth planning is about much more than retirement or wealth transfer, it’s about fully realizing your personal goals and vision. We bring more than two centuries of experience to bear with the expertise to achieve your vision.
Fiduciary Services
Wealth Protection and Transfer
Philanthropy
Asset-Specific Analysis & Planning
Estate Settlement and Administration
Family Governance
Through Crest Depository Ltd’s world-class custody services, we make sure our clients’ assets and information are secure and that every detail is well covered with comprehensive reporting.To this end, we provide a range of services that include complete custody and administration services, customized reporting and performance analytics.
Global Custody
Information Reporting
Performance Measurement & Analysis
Cash Processing
Partnership Accounting
Our Planned Giving group offers comprehensive investment management, gift management and donor support services to charitable gift programs across the country. As a leading wealth manager, we recognize the vital link between charitable institutions and the individuals who support their goals and ideals and are committed to excellence on behalf of both. In partnership with our clients, we offer unparalleled, integrated service.
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