WPWeatherbys Bank Limited
Four stars: a clean ten-year record, protected deposits and a desk for external managers.
Why Weatherbys Private Bank has four stars
Weatherbys Private Bank earns four stars. No final adverse finding against this licence holder in ten years of regulatory and court records. What a family should weigh: only a summary of the custody terms is public. The file does not yet show the services offered here. Until it is on file, the rating cannot count it.
Noam Cohen, Editor, Bank IntelligenceReviewed 6 November 2026, Q4 2026 edition. The rating weighs the public record together with what clients and their advisers tell us in confidence; retail products, branches and apps play no part.
Where Weatherbys Private Bank stands out
- No final adverse finding against this licence holder in ten years of regulatory and court records.
- Custody assets are protected by statute in the booking centre, with conditions a family should read.
- Deposits are covered by a statutory protection scheme.
- A dedicated desk serves external asset managers and family offices.
- Most fees are published.
What to weigh
- Only a summary of the custody terms is public.
- No public policy on third-party payments or retrocessions.
- Services available from this centre are not published.
The rating expresses the opinion of PPLI.com on the date shown. It is not a statement of fact about the bank, not a credit rating, not a forecast of failure and not investment advice.
Regulatory and legal record
What regulators, prosecutors and courts have decided, recorded against the legal entity they named, with the status, the amounts as published and a link to the original document. Claims and investigations still under way are marked as open.
Client experience and financial standing
What clients meet at Weatherbys Private Bank, read from complaint registers, ombudsman decisions and court records, independent reporting and what clients and their advisers tell PPLI.com in confidence. Announcements by the bank, awards and marketing material are left out.
What clients report
The public sources we follow show no client complaint, court claim or incident involving this bank.
In the press
- Private Banker International
Weatherbys Banking Group embraces a new CEO
Quentin Marshall, managing director of the bank, was named chief executive of Weatherbys banking group, with Roger Weatherby to become chairman in 2024.
What Weatherbys Private Bank charges, compared
Weatherbys Private Bank publishes its fees. The figures below are its list prices, read on 6 November 2026 from the document linked at the foot of this section. To compare banks fairly we put every published fee in US dollars at the same indicative rates and apply it to the same reference amounts, then rate each fee against the average of the other banks that publish it. Five stars is the lowest fee, one star the highest. Terms a family actually negotiates are often different, and the bank can change its schedule at any time.
| Fee | Weatherbys Private Bank | Other banks | Against the others |
|---|---|---|---|
| Advisory mandateeffective rate on USD 12.5 million | 0.32% a year0.36% at USD 10m, 0.19% at USD 50m; stated as a maximum Source | 0.96% a yearaverage of 21 other banks | among the lowest |
| Minimum annual feeper year, or fee below the asset threshold | USD 4,680 a yearGBP 3,600 per year Source | USD 4,329 a yearaverage of 38 other banks | around the average |
| Outgoing international transferper transfer, standard | USD 13GBP 10; stated as a maximum Source | USD 58average of 61 other banks | among the lowest |
Not in the published schedule: custody and safekeeping, discretionary mandate, equity trade, bond trade, third party fund subscription, currency conversion, account maintenance, transfer of securities to another bank, closing the account, lombard loan margin.
Sources.
- Investment and Wealth Advice schedule of charges, Weatherbys Bank Limited (trading as Weatherbys Private Bank), January 2026, read on 6 November 2026. web page; VAT shown separately
- Current Account Charges: Personal, Weatherbys Bank Limited trading as Weatherbys Private Bank, March 2026, read on 6 November 2026. web page
- Fee information document, Private Current Account, Weatherbys Bank Limited, March 2026, read on 6 November 2026. web page
How the comparison works: USD 25 million booked with the bank: half under a discretionary balanced mandate, half in custody with advice; 24 equity trades of USD 250,000 and 8 bond trades of USD 500,000 a year; 6 currency conversions of USD 1 million; 24 outgoing international transfers. Tiered fees are applied to those amounts tranche by tranche, stated minimums are applied, and amounts are converted at indicative rates of 2026-11-06. Read how we compare fees.
Identity, protection and services
Legal identity
Ownership
Ownership is shown as published, with its date. It describes who owns the bank; it does not, by itself, suggest any wrongdoing by the bank or its owners.
Financial strength, as reported
Figures for Weatherbys Bank Limited (Banking Group, consolidated). Source: Weatherbys Banking Group Annual Report 2025.
Services published for this booking unit
Offered at this booking centreOffered by the group, not confirmed hereNot located, which does not mean unavailable
Checked on the bank's own pages, 2 November 2026.
Access and costs
Protection of client assets
Before opening an account
- Custody agreement. The applicable legal framework is set out above. Ask for the agreement that would govern your account and check how securities are titled, whether any sub-custodian is used, and when the bank may take a lien.
- Reporting to the family office. The bank lists a desk for external asset managers. Ask for a sample statement or data export and confirm whether it includes positions, transactions, accrued income and all currencies held.
- International payments. The fee comparison shows a published maximum of USD 13 for a standard outgoing transfer. Ask whether intermediary charges and FX spreads are billed separately for the currencies you use. See published fees.
Rate Weatherbys Private Bank
If you bank with Weatherbys Private Bank or advise clients who do, your experience forms part of its PPLI.com rating. Every response is read by the editor and treated in strict confidence.
Sources
All 13 documents cited on this page, by subject.
Client experience and press
- Private Banker International: Weatherbys Banking Group embraces a new CEO, 1 September 2023privatebankerinternational.com
Fees
- Weatherbys Private Bank: Weatherbys private bank investment and wealth advice schedule of chargesweatherbys.bank · Fees
- Weatherbys Private Bank: Personal current account charges weatherbys private bankweatherbys.bank · Fees
- Weatherbys Private Bank: Weatherbys private bank fee information document private current accountweatherbys.bank · Fees
Identity, ownership, finances and services
- Bank of England: Banks list 2610.csvbankofengland.co.uk · Licence
- Companies House: Persons with significant controlfind-and-update.company-information.service.gov.uk · Group parent
- Companies House: Persons with significant controlfind-and-update.company-information.service.gov.uk · Holder of 10% or more
- Weatherbys Private Bank: Weatherbys Banking Group Annual Report 2025weatherbys.bank · Financial strength
- Weatherbys Private Bank: Private bankweatherbys.bank · Services
- Weatherbys private bank lombard lendingweatherbys.bank · Services
- Weatherbys Private Bank: Us citizensweatherbys.bank · Services
- Weatherbys private bank lombard lending for intermediariesweatherbys.bank · Services
The bank
- Weatherbys Private Bank, websiteweatherbys.bank
For Weatherbys Private Bank
Before we publish a significant negative finding that is not already public, we give the bank the facts and time to comment, on the same timetable for every bank. Decisions of regulators and courts are shown as they were published. Corrections we verify are published with the date of the change. Write to [email protected] quoting reference BK-GB-WEATHERBYS-309EFD.
Reviewing this file with us
Families and their advisers read this file before they open an account. It can only be as complete as the documents we can find, and much of what sets a private bank apart, from its custody terms to the way a client team works, is rarely published.
If you represent Weatherbys Private Bank, one of our Bank Intelligence analysts can go through the file with you: correct anything that is out of date, add terms and documents that are not yet public, and set out what has improved since our last edition. The review is a paid engagement for the analyst's time and research.
The rating itself stays with our editor and follows what the documents show, so we cannot promise a particular result. When a review changes the file, this page notes that the bank took part, with the date and what was added.
About this file
Researched by the PPLI.com research desk from the public sources listed. The rating is our editorial opinion; read how we rate.