Private Clients
With greater wealth comes greater complexity. Grayson Lewis supports clients as they navigate the challenges and responsibilities that come with affluence.
As a Grayson Lewis Private Client, you will gain access to the St. James’s Place Private Client division. St. James’s Place is one of the largest wealth management groups in the UK, and one of the leading sources providing trusted and tailored advice.
Benefit from the widest range of services
Our Private Clients have far-reaching and complex ambitions and motivations that require bespoke solutions. We offer a comprehensive proposition enabling our clients to protect and grow their wealth, maintain their lifestyle, and carefully shape their family’s future through succession and estate planning.
As a Private Client your key relationship will remain with Grayson Lewis. In addition to the expertise on offer with Grayson Lewis, our Private Clients gain exclusive access to a panel of experts from the St James’s Place Private Client division.
We work together in tandem to deliver the best client outcomes. This approach ensures that no stone is left unturned when formulating our recommendations for your wealth. We can offer everything that a successful client, family, or business needs, delivered under one roof with a single point of contact.
Exclusive Benefits
Exclusive benefits & bespoke services
As a Private Client you will gain access to a range of exclusive benefits and bespoke services. Here are some of the areas in which we can support you in managing your wealth:
Experience a highly personalised and bespoke service tailored to your unique financial goals. Through Rowan Dartington, a wholly owned subsidiary of St. James’s Place, a whole of market investment approach is used to create customised and actively managed investment portfolios. By collaborating with a dedicated Investment Manager alongside your Financial Planner, this brings unparalleled expertise and planning around your investments. Achieve peace of mind with professional management and daily monitoring of your investments. This service also benefits from capital gains liability management to maximise tax efficiency and protecting your wealth.
The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.
Through Rowan Dartington, the stockbroking arm of St. James’s Place, this service provides the ability to hold your individual holdings investments on one platform and offers a dedicated stockbroker available to you over the phone.
- Execution-Only – Puts you in control by allowing your trade requests to be carried out across a range of assets.
- Premium Service – With you holding the final decision, it provides support with your share portfolio.
- Your dedicated stockbroker can provide insights for informed decision-making, whilst you hold the final decision
- Can work to diversify large concentrated shareholdings
The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.
Through St. James’s Place relationships with banking partners, we can offer access to creative solutions for more sophisticated Private Banking requirements. Through the St. James’s Place cash management service powered by Flagstone, the facilities also include an online cash management solution for both personal and corporate cash balances.
These services require referral to a third party specialist. The services provided by Flagstone and other specialists are separate and distinct to the services carried out by St. James’s Place.
Specialist lending solutions may allow you to secure borrowing against your eligible investments. This allows the ability to cover immediate liquidity needs without encashing long-term investments.
St. James’s Place work with Metro Bank to provide this short-term lending facility. If the value of your eligible investment falls in relation to the agreed loan facility, the loan may need to be repaid in full. Metro Bank will take a charge over your investments and you will be unable to make any withdrawals from your charged investments without prior approval from the bank. Rates and charges will apply. Please get in touch for full details.
Please note that the services of Metro bank separate and distinct to those offered by St. James’s Place.
Through St. James’s Place we have access to a strategic network of advisers who can support with protection for every aspect of your lifestyle, including but not limited to high value homes, high value contents, motor, fine art, and jewellery.
Through the Charitable Aid Foundation we can provide support to ensure your charitable giving is effective and rewarding. By creating a CAF Charitable Trust this can give a tax-efficient, flexible option to support your charitable activities.
As a Private Client you have access to the St. James’s Place Concierge Service offered by Ten Lifestyle Group. This service frees up your time by arranging travel, holidays, booking restaurants and entertainment as well as sourcing tickets for events. You will also receive discounts on world-leading designer brands, and unique experiences.
Please note that the services provided by TEN Lifestyle Group are separate and distinct from services offered by St. James’s Place Wealth Management.
You will receive exclusive access to the St. James’s Place Private Client events. This gives the opportunity to meet some of St. James’s Place most senior leaders and fund managers whilst enjoying some unforgettable experiences, with the ability to network with like-minded people.
These are just an example of many services we offer to Private Clients. Our goal is to build the right team around you, formulating the best solutions whilst delivering a Family Office level of service to support our wealthiest clients.
Client stories
As a business, we are committed to quality and delivering exceptional client outcomes. Please read some of the kind feedback we have received from our clients.
