Private banking across Florida, London and Zurich

Corporate Credentials

Legal & Regulatory Information

The legal identity of the institution, its registered office, the officers authorised to act on its behalf, and the licences under which it operates in each jurisdiction.

Legal Identity

Corporate Particulars

Counterparties, counsel and regulators should refer to the institution by its full legal particulars below.

Full legal name
The Private Bank & Trust Company
Registered office
Park House, 116 Park Street, London, England, W1K 6AP
Principal place of business
Park House, 116 Park Street, London, England, W1K 6AP
Enquiries
Enquiry@theprivatebanktrusts.com
General telephone
+44 203 996 9320

Offices

Places of Business

The institution conducts business from the following offices.

United States

240 South Pineapple Avenue

2nd Floor, Sarasota, FL 34236

+1 329 223 2370

United Kingdom

Park House, 116 Park Street

London, England, W1K 6AP

+44 203 996 9320

Switzerland

Bleicherweg 19, 8002

Zurich, Switzerland

+41 779800827

Authority

Authorised Signatories

The officers below are authorised to execute instruments on behalf of the institution within the stated limits. Specimen signatures are furnished to counterparties upon written request.

NameOfficeAppointedSigning Authority
Francesca SperoniDirector19 May 2025Corporate instruments and banking resolutions; joint signature with another director or the secretary for amounts above $250,000
David George SpiteriDirector19 May 2025Corporate instruments and banking resolutions; joint signature with another director or the secretary for amounts above $250,000
Amanda EvansSecretary1 October 2018Corporate resolutions, minutes, company registry filings and certified document execution; joint signature with a director for banking instruments
Brain PetersonFinancial Officer10 October 2019Banking and treasury instruments up to $250,000; joint signature with a director or the secretary above that limit

Regulation

Licences & Registrations

The institution is authorised and supervised in each jurisdiction in which it maintains an office.

United States — Florida

State trust company / banking charter no. 115107

Regulator: Office of Financial Regulation

United Kingdom

FCA firm reference no. 03439607

Regulator: Financial Conduct Authority

Switzerland

FINMA authorisation reference no. 02321802

Regulator: Swiss Financial Market Supervisory Authority (FINMA)

Certified copies of licences, certificates of good standing and incumbency certificates are available to counterparties and counsel upon written request to Enquiry@theprivatebanktrusts.com. This page is provided for reference and does not constitute legal advice.