Private Banking Tiers

Membership Tiers

Each Pembroke Trust relationship is unique. Our tiered structure ensures you receive the level of service commensurate with your wealth and complexity of needs.

From USD 1M

Select

Our entry tier for high-net-worth individuals seeking professional wealth management with a personal touch.

1.25%annual management fee
  • Dedicated Private Banker
  • Discretionary portfolio management
  • Global equity & fixed income
  • Quarterly performance reviews
  • Concierge banking services
  • FCA-regulated protection
Request Select Membership

From USD 5M

Prestige

Recommended

Our flagship service tier, providing comprehensive wealth management with multi-asset strategies and advisory.

1.00%annual management fee
  • All Select features
  • Senior Private Banker
  • Alternative investment access
  • Digital asset exposure
  • Monthly investment committee
  • Tax planning coordination
  • International banking
Request Prestige Membership

From USD 25M

Private Office

Our ultra-high-net-worth service, providing a fully integrated family office experience.

Bespoke
  • All Prestige features
  • Dedicated relationship team
  • Full family office services
  • Private equity co-investment
  • Philanthropic advisory
  • Succession & estate planning
  • Art & alternative assets
Request Private Office Membership

All Pembroke Trust clients receive

Regardless of tier, every client relationship is built on these foundations

Bank-grade 256-bit encryption
FCA regulated & FSCS protected
Segregated client accounts
Annual strategy reviews