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

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
  • Bordier UK
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credit Suisse Private Banking
  • Credo Wealth
  • GAM
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kleinwort Hambros
  • KW Wealth
  • LGT Vestra
  • Magus Private Wealth Limited
  • 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:

£250,000

accounts and up Whether your account size is £250,000 or £100million, we match you to the most appropriate wealth managers for your profile.

Our service takes:

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minutes to complete Our ManagerSearch let's you navigate the confusing wealth management industry to find your best options in minutes.

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.

Highly rated:

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>June 2019

JUNE 2019

Investment Bulletin:
June 2019

Recession risks are rising amid President Trump’s trade wars, and investors will need to weigh up portfolio allocations carefully as conditions change across equities, bonds and commodities.

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Latest articles

What to do about Woodford fund worries

What to do about Woodford fund worries

Investors with money locked up in the suspended Woodford Equity Income fund have been flocking to us to find professional advice. Here are some key things investors should know.

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Investment Bulletin: <br>June 2019

Investment Bulletin:
June 2019

Recession risks are rising amid President Trump’s trade wars, and investors will need to weigh up portfolio allocations carefully as conditions change across equities, bonds and commodities.

Read More

Client trends June 2019: Investors get proactive about IHT and value for money

Client trends June 2019: Investors get proactive about IHT and value for money

IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.

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