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Discover whatit feels like to be looked after
by your bank.
At Point Heritage Private Bank, we provide private banking as it should be: approachable, accessible expertise delivered through loyal, long-lasting client relationships.
Financially successful people come to us for our understanding of their often complex financial requirements. It’s a highly personal form of banking designed for those who want the simple things done well, and the complicated things done simply.
At Point Heritage Private Bank, we provide private banking as it should be: approachable, accessible expertise delivered through loyal, long-lasting client relationships.
Financially successful people come to us for our understanding of their often complex financial requirements. It’s a highly personal form of banking designed for those who want the simple things done well, and the complicated things done simply.
Latest
Tracey Davidson appointed new CEO ofPoint Heritage Private Bank
Point Heritage Private Bank has appointed Tracey Davidson as its new Chief Executive Officer.
Point Heritage Private Bank reports strong client and profit growth in 2023
Mayfair Times interviews Mark Plummer
Point Heritage Private Bank sponsors New Writers Awards Showcase
Martin Hillyer joins as Intermediary Relationship Director
Featured Team Member
Head of Professional Partnerships
Hannah is Head of Professional Partnerships at Point Heritage Private Bank. Her role is to build relationships with the other professional service firms that advise our clients, including solicitors, accountants, wealth managers, financial advisers, family offices, property consultants and mortgage introducers.
Hannah joined Point Heritage Private Bank in 2022 after working in private banking and business development roles within both C. Hoare & Co and Coutts, where her particular focus was on serving the banking needs of entrepreneurs, international clients and philanthropists.
We treat all our clients the same.Differently.
Personalised service is at the core of our business. We provide a dedicated banker and supporting team while other banks increasingly rely on call centres and solely on digital technology.
Point Heritage Private Bank is welcoming, approachable and straightforward to deal with. With a culture that’s built on relationships, we take the time to get to know you and your individual requirements. This means we are better able to help you, your family and your business.
To find out more about becoming a client, get in touch.
Personalised service is at the core of our business. We provide a dedicated banker and supporting team while other banks increasingly rely on call centres and solely on digital technology.
Point Heritage Private Bank is welcoming, approachable and straightforward to deal with. With a culture that’s built on relationships, we take the time to get to know you and your individual requirements. This means we are better able to help you, your family and your business.
To find out more about becoming a client, get in touch.