Navigating Your Wealth.
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We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.

Navigating Your Wealth.
Made Simple.

We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.

Is money on your mind?

We help people thinking about these wealth issues

Planning
retirement

Changing
wealth manager

Investing
your cash

Increasing
your returns

Complex
wealth issues

We give you access to a wide range of companies

We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight

  • Blu Family Office
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credit Suisse Private Banking
  • GAM
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kleinwort Hambros
  • KW Wealth
  • Mole Valley Asset Management
  • Plurimi Wealth
  • Psigma Investment Management
  • Quilter Cheviot Investment Management
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • UBS

The UK's no.1 wealth manager search website

Since 2012 we have helped over 5,000 people find better investment and financial expertise for their wealth

Find solutions for:

£50,000

accounts and up Whether your account size is £50,000 or £50million, we match you to the most appropriate wealth managers for your profile.

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Helping over:

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happy clients Since 2012 we have helped over 5,000 people find better professional investment and financial expertise for their wealth.

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by our users Our client service team has over 50 years of wealth management experience and is rated 5* on Trustpilot reviews.

Read our money insights

Latest investment bulletin

Investment Bulletin: <br>September 2018

SEPTEMBER 2018

This month: Expert Investment Views: Trade worries remain the dominant risk on the investment horizon. Selective opportunities set to spring up in Emerging Markets debt, […]

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Latest articles

Solving Complex Wealth Management Needs: A Short A-Z Guide

Solving Complex Wealth Management Needs: A Short A-Z Guide

Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – […]

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Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

1. Protection Unfortunately, wealth can be all-too transient, so first take steps to protect the money you have accumulated from common dangers. Protect cash deposits […]

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Self-invested personal pensions (SIPPs) <br>– A quick guide

Self-invested personal pensions (SIPPs)
– A quick guide

Many people will have a company pension where funds are invested on a collective basis, but Self-Invested Personal Pensions (SIPPs) provide a very attractive way […]

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