C. Hoare & Co.

History

C. Hoare & Co. is the UK's oldest family owned private bank.  Founded in 1672, the bank combines traditional values with a modern approach to banking.

The bank's success derives from its commitment to personal service and the virtues of quality, integrity and reliability.  It prides itself on showing the human face of banking and delivering a quality service tailored to each customer's needs.

Customer Base

The bank looks after the needs of wealthy private individuals, families and business men and women.  Customers come from diverse backgrounds, including leading members of the legal profession, financiers, charities, entrepreneurs, family offices and owners of large estates.  Customers can expect an individual in-house banking service tailored to their requirements.

The active management of customers' overall wealth is an essential part of the bank's business with a team approach to meet individual needs.  A Wealth Planner, Portfolio Manager and Tax specialist can work together to create an optimal solution that allows the bank to meet customers' objectives while retaining flexibility and control.

Core Business

The bank's principal business activities are:

- current and deposit accounts
- lending and guarantee facilities
- wealth management
- tax and trustee services

Awards in 2015

Citywealth Magic Circle Awards 2015
- Private Bank of the Year – Wealth Managers (May)
- Career Achievement Award - Jeremy Marshall (May)
- Private Banker/IM of the Year - Tim Bailey (May)

Wealthbriefing European Awards 2015
- Overall UK Private Bank (April)
- Leading Individual (Bankers) – Tim Bailey (April)

Portfolio Adviser Wealth Manager Awards 2015
- Gold for the performance of our cautious model portfolio (February)

Awards in 2014

Global Private Banking Awards 2014
- Highly Commended – Best Private Banking Boutique (October)

STEP Private Client Awards 2014/15
- Private Banking Team of the Year (September)

Wealthbriefing European Awards 2014
- Highly Commended -  UK-based private bank, domestic clients team (May)

Citywealth Magic Circle Awards 2014
- Private Bank of the Year - Wealth Managers (May)
- Tim Bailey - Private Banking/Investment Manager of the Year (May)

PAM Awards 2014
- Client Service Quality (February)

Portfolio Adviser Wealth Manager Awards 2014
- Boutique Portfolio, Platinum Award for Aggressive Portfolio Manager (January)

Finance Monthly Global Awards 2014
- Winner of Stockbrokers' Firm of the Year – United Kingdom of GB & NI (January)

Awards in 2013

Citywealth Magic Circle Awards 2013
- Woman of the Year – Annamaria Koerlling (May)
- Private Client Asset Manager of the Year (May)

PAM Insight Wealth Management Awards 2013
- Total Wealth Solutions – HNW (March)

Euromoney
- Private Banking and Wealth Management Survey 2013 - Relationship Management (UK) (February)

Portfolio Adviser Wealth Manager Awards 2013
- Gold for the Best Balanced Portfolio (January)
- Gold for the Best Aggressive Portfolio (January)

Headquarters
London, UK

Founded
1672

Website
www.hoaresbank.co.uk