Arbuthnot Latham

23/05/2025

⁣🎉 We welcomed guests of our Private Banking team to an exclusive dinner last night. A big thank you to all our guests for joining us for a fantastic evening! 🙏⠀
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Over dinner, we explored the economic and financial shifts shaping our world - from Washington to Westminster:⠀
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➡️ Jason da Silva CA(SA), CFA, Head of Global Investment Strategy, unpacked the economic implications of the first 100 days of Trump’s presidency - including a record-breaking 143 executive orders. From immigration to tariffs and federal spending, the policies are making waves.⠀
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➡️ Thomas Prentice APFS, Senior Wealth Planner, shared views and insights on Labour’s changes to pensions and inheritance tax - and what it means for estate and wealth planning. Challenges? Yes, but also new opportunities. The key is knowing how to navigate them.⠀
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As always, if you have questions or concerns around financial planning or managing your wealth, please get in touch with your private banker.

19/05/2025

It was a pleasure to host clients and connections for a quintessentially British evening with the Hon. Harry Herbert, founder of Highclere Thouroughbred Racing. 🐎

Harry is known as one of the best after-dinner speakers on racing, a stalwart of the British social calendar. He delighted us with tales of his life in racing and stories about his family. Thank you to Harry and to all our guests for your company. It was a fantastic evening.

06/08/2024

We are delighted to announce that we officially move into our new office on Monday 12 August.

📍Arbuthnot House, 20 Finsbury Circus, London, EC2M 7EA⁠
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We look forward to welcoming our clients, friends, and contacts to our new home. ⁠
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13/06/2024

Congratulations to Matt Elliott, Senior Private Banker in our Exeter office, who has been recognised as one of CityWealth’s Top 25 private bankers for 2024.

Rob Salisbury, Head of Arbuthnot Latham’s Exeter office commented: “Matt’s outstanding client feedback scores demonstrate how highly his clients rate him. And it’s no surprise to me. He’s experienced and knowledgeable, as well as incredibly likeable. He’s got a really positive attitude, and he is always determined to do the right thing for his clients and support them in achieving their financial goals and aspirations. This makes him admired by his colleagues as well. Well done, Matt!”

30/05/2024

⭐🥇 We are delighted to be FINALISTS in two key categories in 2024 Private Banking & Wealth Management London Awards. 🤞🏆

- Outstanding Private Bank for UK Domestic Clients
- Outstanding Private Bank for Client Experience

29/05/2024

We will be exhibiting at the NACFB Commercial Finance Expo with Renaissance Asset Finance. Visit us at stand W01, where we look forward to discussing how we can best support your clients with our services, from private and commercial banking to real estate lending and asset finance. https://bit.ly/3X1k4pV

28/05/2024

Wondering if you are prepared for what the future holds? From financial milestones to unexpected twists, discover where you stand and gain insights to secure your future. Take our 5-question quiz now to find out: https://bit.ly/3UN9KPC

20/05/2024

What is the secret behind our success? It is simple: client service is in our DNA. From dedicated relationship managers to a collaborative team approach, we prioritise understanding and supporting our clients' goals.

Kevin Barrett, Managing Director of Banking, talks about our winning formula in Acclaim magazine: https://www.arbuthnotlatham.co.uk/insights/arbuthnot-latham-named-best-uk-private-bank-client-service?utm_campaign=Acclaim_18052024&utm_medium=social&utm_source=Facebook

16/05/2024

GLP-1 medication is not just transforming health – they are reshaping the investment landscape too!

With global health concerns like obesity and diabetes on the rise, the market value of GLP-1 medications is poised to skyrocket, potentially hitting $100 billion by 2030.

Learn more in our latest article where we uncover why GLP-1 could be the investment opportunity of the future. Capital at risk.
https://bit.ly/4ahGYwj

15/05/2024

Our financial wellbeing research shows that most people do not feel valued by their bank. And when that happens, they stop having conversations about significant life events that impact their finances.



https://bit.ly/4bccWv4

Our financial wellbeing research shows that when people do not feel valued by their bank, they stop having important conversations.

13/05/2024

At Arbuthnot Latham, listening to our clients and understanding their needs is central to everything we do.

In our latest interview with Nefeli Neophytou, we explore how we create a supportive environment for our clients to achieve their financial goals.
https://bit.ly/4dC8KGO

01/05/2024

With only a quarter of people believing the next generation will be better off, our financial wellbeing research highlights the importance of succession planning.



https://bit.ly/4aWgBwQ

Three quarters of people do not think the next generation will be better off, but only 14% regularly discuss money and inheritance with descendants.