Wealth management Leeds, Kleinwort Hambros Private Banking
Leeds is the driving force behind Yorkshire and will play a central role in the success of the Northern powerhouse concept over the coming years. The promotion of Leeds as a financial centre, second only to London, boosts the region’s attractiveness to start up companies and new businesses, making it the natural choice for a regional office for Kleinwort Hambros. With this in mind, in 2008, Kleinwort Hambros opened an office in Yorkshire on the Harewood Estate, between Leeds and Harrogate, and it is now very well established with a highly qualified and experienced team.
Richard Brown, Director, is in charge of the office. Richard joined Kleinwort Hambros in 2015, and has over 30 years’ experience of working in the private banking and wealth management industry, within the Yorkshire region. During the last 30 years Richard has dealt with a variety of high net worth individuals with differing backgrounds, and his client base includes Entrepreneurs, Retired Business Owners, Family Businesses and Landed Estates.
Alan Kinnaird is a Senior Private Banker in the Leeds office and has over 25 years of experience in helping Private Clients, IFA’s, Entrepreneurs, and High Net Worth clients to
manage their Financial plans on a tax efficient basis. He has managed client portfolios and relationships since 1996. Alan lives in Leeds and regularly helps Solicitors and Accountants in the fields of Personal Pension Fund management, Mortgages and Lombard loans. Outside of the office he supports local Homeless Charities as a volunteer and enjoys golf, football and fly-fishing.
The private bankers are assisted by Kate Hoole who joined the team in April 2018 and has over 28 years experience of working in the private banking industry.
Through experienced private bankers, we provide extensive wealth management, fiduciary, investment and financial planning services for local high-net worth individuals.
Our clients also benefit from the worldwide expertise and resources of Societe Generale, combined with a high level of personal service, investment capabilities and access to a broad range of products and services.
SGSS SG Kleinwort Hambros Bank Limited, Leeds, UK
Leeds is the driving force behind Yorkshire and will play a central role in the success of the Northern powerhouse concept over the coming years. The promotion of Leeds as a financial centre, second only to London, boosts the region’s attractiveness to start up companies and new businesses, making it the natural choice for a regional office for Kleinwort Hambros. With this in mind, in 2008, Kleinwort Hambros opened an office in Yorkshire on the Harewood Estate, between Leeds and Harrogate, and it is now very well established with a highly qualified and experienced team.
Richard Brown, Director, is in charge of the office. Richard joined Kleinwort Hambros in 2015, and has over 30 years’ experience of working in the private banking and wealth management industry, within the Yorkshire region. During the last 30 years Richard has dealt with a variety of high net worth individuals with differing backgrounds, and his client base includes Entrepreneurs, Retired Business Owners, Family Businesses and Landed Estates.
Alan Kinnaird is a Senior Private Banker in the Leeds office and has over 25 years of experience in helping Private Clients, IFA’s, Entrepreneurs, and High Net Worth clients to
manage their Financial plans on a tax efficient basis. He has managed client portfolios and relationships since 1996. Alan lives in Leeds and regularly helps Solicitors and Accountants in the fields of Personal Pension Fund management, Mortgages and Lombard loans. Outside of the office he supports local Homeless Charities as a volunteer and enjoys golf, football and fly-fishing.
The private bankers are assisted by Kate Hoole who joined the team in April 2018 and has over 28 years experience of working in the private banking industry.
Through experienced private bankers, we provide extensive wealth management, fiduciary, investment and financial planning services for local high-net worth individuals.
Our clients also benefit from the worldwide expertise and resources of Societe Generale, combined with a high level of personal service, investment capabilities and access to a broad range of products and services.
3rd Floor