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General Information

Services for Intermediaries

You know how to build long-term relationships with your clients. You listen to them, offer expert advice and find solutions that provide peace of mind. We can do the same for your clients’ wealth.

Comprehensive Services

When the needs of your clients move into financial territory, we can help. The comprehensive support we can provide includes:

  • Investment management services 
  • Relocation services, including investor visa services
  • Multiple booking platforms
  • Lombard lending and residential mortgages

For more complex financial requirements, we can deliver innovative solutions by drawing on expertise from across Credit Suisse.

In Partnership

Over the years we’ve built successful partnerships with many financial intermediaries, tax and legal professionals specialising in private clients. We work as a team, with a shared focus on your client’s best interests and respect for our professional boundaries.

Our partnership can help you grow your business too. To talk about referrals, contact Kamaldeep Bagga on +44 (0)207 888 7328 or John Williams on +44 (0)207 888 8723

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Contact Us

Speak to our Private Banking & Wealth Management team:

Understanding non-domiciled UK residents 

Understanding UK Resident Non-Domiciled Clients

Our private banking and wealth management services are designed with non-domiciled UK residents in mind.