The partnership will provide Charles Derby with services including discretionary investment management for clients with investible assets of GBP250,000 plus and a managed portfolio service for clients worth in excess of GBP50,000.
The strategic alliance will offer Charles Derby access to a wide range of asset classes and investment vehicles.
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Charles Derby will also gain access to structured products via Gilliat Financial Solutions, a trading name of Arbuthnot Latham.
Gareth Syms, head of Business Development at Arbuthnot Latham, remarked, "The strategic alliance announced today is excellent news for our two companies. The strength of the two brands of Arbuthnot Latham and Charles Derby within the banking and financial services sectors will allow clients and potential clients a greater depth of service and exposure to a wider portfolio of bespoke facilities."
