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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

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
  • LGT Vestra
  • Mole Valley Asset Management
  • Plurimi Wealth
  • Psigma Investment Management
  • Quilter Cheviot Investment Management
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • UBS

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

Find solutions for:

£100,000

accounts and up Whether your account size is £100,000 or £100million, 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 10,000 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.

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Latest investment bulletin

Investment Bulletin: <br>April 2019

APRIL 2019

Investment Bulletin:
April 2019

Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.

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Latest articles

Investment Bulletin: <br>April 2019

Investment Bulletin:
April 2019

Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.

Read More

Spring cleaning your portfolio

Spring cleaning your portfolio

The urge to spring clean should also apply to your investment portfolio and reviewing it with a professional wealth manager should be undertaken at least once a year.

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Client trends April 2019: <br />Property woes and portfolio diversification are top themes

Client trends April 2019:
Property woes and portfolio diversification are top themes

How to thaw the frozen housing market and properly diversify portfolios, alongside the spectre of hidden fees, are all front of mind for our High Net Worth users this month.

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