300 years and counting
Experience and service to help guide you
Our relationship-led approach
Whether you’re looking to become a Private Banking customer or simply make use of one of our specialist services, our approach follows the same philosophy:
Why choose us?
Our experts explain the value of relationship-led banking.
Hamish Allison
Private Banking Lending Manager
“At Bank of Scotland Private Banking, we offer our customers a tailored Specialist Lending Service, individually shaping loans to suit their unique requirements, with a flexible approach that enables us to offer solutions that take into account their overall wealth position.”
Robert Schiavone
Private Banking Manager
“Having regular interactions with a customer is extremely enjoyable and knowing that I have made a difference to them and their circumstances is the most rewarding part of the role.”
Jess Chambers
Relationship Associate
“I’m here to take ownership of whatever the customer needs and make things happen. Having a network of Private Banking experts at my fingertips enables me to do just that. Ultimately it comes down to aiming to provide the customer with a consistently high-quality experience.”
Stephanie Laboz
Product Manager
“We want nothing but the best for our customers, so we only choose to partner with experts in their field. This collaborative approach enables us to keep pace with the needs of customers and ensures they get the expertise they need, exactly when they need it – all through a single point of contact.”
Stephen McIntyre
Bereavement Manager
“Our estate administration service removes the burden of dealing with a deceased person’s affairs. Everything we do is carried out with compassion, sensitivity and respect, and we always act in the best interest of beneficiaries.”
Valerie Kitchen
Schroders Personal Wealth Adviser
“It’s called a personal financial plan because it’s unique to you. It’s formulated around your life, your circumstances, your finances, your ambitions and your loved ones.”
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Bank of Scotland Private Banking offers two levels of service:
Our Private Banking service is available to customers with £250,000 or more in savings and/or investments or a mortgage of £750,000 or more with Bank of Scotland, excluding personal pensions or property.
And if you have £2 million or more in savings and/or investments or an annual income of £500,000 or more, you will be eligible for our Private Client service.
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This service is available to anyone with a sole income of at least £100,000 or £250,000 or more in savings / investments. Fees and charges will apply.
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The service is available where Bank of Scotland or Lloyds Bank are appointed as an Executor under the terms of a Will, where an existing Executor does not feel able to act or where there is no Will in place (the latter is not available if the deceased was domiciled in Scotland).
You do not have to be an existing customer to use this service, but the gross value of the Estate must be over £80,000. This may include cash, valuables, investments and property.
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This service is through Lloyds Bank. Eligibility is subject to a minimum investment of £100,000. Fees and charges apply.
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This service is through our partnership with Schroders Personal Wealth. To benefit you will need to have at least £100,000 in sole annual income and/or £100,000 in sole or joint savings, investments and/or personal pensions. Fees/Charges will apply if you take out a financial plan, product or service.
Contact us for a personal introduction
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Existing Customer?
If you are an existing Private Banking customer, please contact us on 0345 711 1111. Lines open 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.
Service eligibilityOur Specialist Lending service is available to anyone with a sole income of at least £100,000 or £250,000 or more in savings and/or investments. Fees and charges will apply.
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Talk to a specialist Trust Manager
Request a convenient time for us to call you:
Service eligibilityEligibility for our Professional Trustee Services is subject to a minimum investment of £100,000. Fees and charges apply.
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Service eligibility
Our Estate Administration Service is available where we are appointed as an Executor under the terms of a will, where an existing Executor does not feel able to act or where there is no Will in place (the latter is not available if the deceased was domiciled in Scotland).
You do not have to be an existing customer to use our service. The gross value of the Estate must be over £80,000. This may include cash, valuables, investments or property.
Existing Customer?
If you are an existing Private Banking customer, please contact us on 0345 711 1111. Lines open 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.
Service eligibility
Our Private Banking service is available to customers with £250,000 or more in savings and/or investments or a mortgage of £750,000 or more with Bank of Scotland, excluding personal pensions or property.
And if you have £2 million or more in savings and/or investments or an annual income of £500,000 or more, you will be eligible for our Private Client service.
Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com
Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.
Lloyds Bank plc
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.