Banking Upgraded
Berkeley Financial is a privately held company, based in London. We specialize in structuring and providing tailormade solutions to our client’s most complex financial needs. Our extensive expertise includes collective asset-management, investment banking and legal consulting and advisory.
Berkeley Financial is not just a private bank; we are a boutique financial concierge, headquartered in London, serving a discerning international clientele. Our expertise spans across exclusive asset management, strategic investment banking, and insightful legal consulting. Each client at Berkeley is unique, and so is our approach tailored, informed, and with a global perspective.
Berkeley Financial Subsidiaries
Berkeley Financial is made up of a wide range of entities, each contributing to the overall strength and capability of our organization. These entities work together seamlessly to provide first-class services and financial solutions to our clients.
Berkeley Bank & Trust
Our international private bank based in Santa Lucia, provides comprehensive wealth management and private banking services and solutions for institutions and high net-worth individuals.
Tudor Trust
Tudor Trust Kommanditbolag specializes in estate planning and asset protection, delivering bespoke trust management services designed to preserve and enhance your wealth for future generations.
Berkeley Financial Foundation
The Berkeley Financial Foundation is dedicated to making a positive impact through philanthropic initiatives, supporting community development and global sustainability projects.
Cyprus
Berkeley Financial will soon announce the forthcoming opening of our capital markets services, providing deep market insights and advanced strategies.
Madrid
Coming soon, a new subsidiary to provide securities brokerage and wealth management services, delivering personalized investment strategies to meet the sophisticated needs of our clients.
Berkeley Financial Services
At Berkeley Financial, we are committed to being more than just a bank; we are your trusted partner in achieving your financial aspirations. Explore our services to learn more about how we can support your journey towards financial success. Join us and experience Banking Upgraded a new standard in private banking and wealth management, where your financial future is our priority.
Institutional Banking
Private Banking
Investment Services
Asset Custody
Securities Financing
Advisory and Consulting
Corporate Finance
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OUR LOCATIONS
Our global presence ensures we are where you need us. With offices in major financial capitals around the world, Berkeley Financial offers seamless service across continents. Each office embodies our commitment to local expertise and international reach, providing you with exceptional service wherever you are.
Saint Lucia
Stockholm
Comming Soon
Cyprus
Madrid
London
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Whether you’re looking to enhance your portfolio or need detailed information on our services, our dedicated team is ready to assist you
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Our interactive Chatbot is here 24/7 to guide you through any inquiries you may have about our services. It’s just another way we make Banking Upgraded.
This automated chatbot, powered by Open AI’s ChatGPT, is for informational purposes only and does not constitute an offer or solicitation for any financial instrument. All information is subject to change without notice and should not be considered as financial, investment, tax, or legal advice. Berkeley Financial is not responsible for any errors or omissions. For more information