The Craft
Reading the public record from the adviser's side of the table.
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How private bankers find new clients in the UK
No published survey measures how UK private bankers find new clients. The five routes, what is actually known about each, the rules on introductions, and where the public record fits.
Every page in The Craft
November 2026
- The CraftHow private bankers find new clients in the UKNo published survey measures how UK private bankers find new clients. The five routes, what is actually known about each, the rules on introductions, and where the public record fits.
- The CraftReading filleted accounts for what they say about the owner: a 2026 guideA step-by-step reading of a filleted balance sheet: what is omitted, what each line shows, how to join the PSC register, how old the picture may be, and what can never honestly be inferred.
- The CraftWinning introductions from accountants and insolvency practitionersThe rules on introductions from accountants, insolvency practitioners and solicitors, read from the primary texts, with a measure of how far the busiest practitioner firms on a patch move.
- The CraftWhat a members' voluntary liquidation tells you about the shareholderThe most under-read liquidity signal on the UK public record, read from the adviser's side of the table, with the flow and the money measured.