We will lend against investment portfolios.
We do not have to advise on the portfolio and custody can remain with a third party.
Weatherbys Bank offers a Loan to Value ratio of up to 50% for blue chip portfolios. We will gladly consider Alternative Investment Market (AIM) portfolios and portfolios held within a wrapper, such as an Offshore Bond. The lending term is normally renewable every twelve months.
If you would like to learn more about our loans, please call the Private Bank team:
Tel: +44 (0)207 2929 029
Any property used as security, which may include your home, may be repossessed if you do not keep up repayments on your loan.
Borrowing money against your investment portfolio has its risks and is not suitable for everyone. If the market value of your pledged securities declines below required levels, you may be required to pay down your loan or pledge additional eligible securities in order to maintain it, or we may require the sale of some or all of your pledged securities. The sale of your pledged securities may cause you to suffer adverse tax consequences. We recommend you consult your independent financial adviser or your Weatherbys Investment Manager before applying for lending against an investment portfolio.
Loans are subject to underwriting and criteria.
You must be over 18 years or over to apply for a mortgage or other loan secured on it.
Terms and conditions apply.