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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
  • 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
The UK's no.1 wealth manager search website

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

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£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.

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Helping over:

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Latest investment bulletin

Investment Bulletin: <br>July 2019

JULY 2019

Investment Bulletin:
July 2019

Global fiscal policy and the varying firepower of central banks are key themes for investors to ponder this month, while strange moves in the bond and currency markets join equity “valuation potholes” among the risks to watch out for.

Read More

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Latest articles

Bringing Together the Best of British and Swiss Investment Management

Bringing Together the Best of British and Swiss Investment Management

Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.

Read More

Investment Bulletin: <br>July 2019

Investment Bulletin:
July 2019

Global fiscal policy and the varying firepower of central banks are key themes for investors to ponder this month, while strange moves in the bond and currency markets join equity “valuation potholes” among the risks to watch out for.

Read More

Client trends July 2019: Wealth worries worsen as summer heats up

Client trends July 2019: Wealth worries worsen as summer heats up

From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.

Read More

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