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Private Client Relationship
One relationship manager, one number to call, one person who knows your file
Private Client status at Winslow means you are not routed through a general queue. You have one relationship manager who knows your accounts, your trading pattern, and your business.
What's Included
- A dedicated relationship manager, reachable directly
- Priority handling on wires, broker payouts, and account changes
- Coordinated access to Lombard lending, precious metals, and fiduciary services
- Invitations to Winslow client briefings on rates and market conditions
- Preferential pricing on FX conversion and wire fees
What "One Person Who Knows Your File" Actually Means
In practice, this means your relationship manager has already seen your broker statements, understands which platforms you trade on, and knows whether a given wire is a normal pattern for you or something worth a quick call to confirm. It means when you want to move six figures from a Trading Profits Account into a Lombard backed position without selling anything, you are not explaining your situation from scratch to whoever happens to answer the phone. And when something needs to move quickly, a payout that has to land before a specific settlement deadline, for instance, there is a single person who can pick up the phone and make it happen rather than a ticket in a general queue.
Who It's For
Private Client status is available to clients meeting our Private Banking asset threshold, or active traders with a verifiable track record reviewed case by case. Ask your relationship manager whether you qualify.
Ready to get started?
Tell us a little about your business or your trading, and a relationship manager will walk you through everything from there.
