How Clydesdale Private Banking works

Clydesdale Private is a truly personal private banking experience that focuses on your needs to offer a comprehensive range of financial management solutions and member benefits. Underpinning this is one person dedicated to managing your finances more effectively – your Private Partner.

It’s a refreshing approach to private banking – combining traditional levels of personal attention with the latest technology and market expertise – helping to set you free but keeping you in control of your finances.

Private banking that’s truly personal - a superior service that’s as individual as you are

• Discover outstanding financial service that’s proactive, progressive and forward thinking – it’s a relationship that sees you as a member, not a customer, and gives you local access to a world of banking benefits, all under one roof.
• Benefit from exceptional expertise, exclusive products and real understanding – your Private Partner is responsible for proactively managing your interests.  They are also part of a broader, local team of financial specialists, able to draw on vast knowledge and global resources.

Four ways we can enrich your financial life

1. You can trust us – we’ll deliver genuine added value through the services and benefits we provide

2. Expertise – in a wide range of financial areas at our unique Financial Solutions Centres including:

• Financial planning
• Investment management
• Retirement planning
• Insurance protection on motor cars, buildings and contents and more.
• Inheritance planning
• A range of specialist services such as share dealing, tax advice and will-writing

3. Strong local knowledge – because we’re based locally, we have valuable insights into the local property market and economy and can react to opportunities as they arise, giving you timely decisions

4. You’re in control – direct access to your dedicated Private Partner at any time for advice and support, where it best suits you

Clydesdale Private is typically available to those individually earning £75,000 or more, jointly earning £100,000 or those with investable assets of £100,000.  A monthly membership fee of £25 is charged for Private Banking relationship management and a Private Banking current account.  Further fees may also be incurred, depending on which products you request, including fees in connection with requests for unplanned borrowing.  Please see the Tariff and Terms and Conditions which apply to your account or other products, or speak to your Private Partner for full details.

For more information, talk to a Private Partner today: 

Or call 0800 783 1331 (Open 8am – 6pm Mon-Fri)