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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

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.

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Helping over:

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Read our money insights

Latest investment bulletin

Investment Bulletin: <br>August 2019

AUGUST 2019

Investment Bulletin:
August 2019

Indicators of a potential global recession are being anxiously watched as global trade wars heat up, but there may be investment opportunities for the brave to pursue even while caution reigns.

Read More

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Latest articles

Investment Bulletin: <br>August 2019

Investment Bulletin:
August 2019

Indicators of a potential global recession are being anxiously watched as global trade wars heat up, but there may be investment opportunities for the brave to pursue even while caution reigns.

Read More

Client trends August 2019:<br/>HNWIs get proactive on savings, pensions and fees

Client trends August 2019:
HNWIs get proactive on savings, pensions and fees

Derisory savings rates, the threat of pension scams – or gender-based shortfalls – along with excessive investment management fees are all hot topics as the mercury rises this August.

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Non-vanilla to the rescue: Diversification and the role that alternatives can play in portfolios

Non-vanilla to the rescue: Diversification and the role that alternatives can play in portfolios

Alternative investments can play a vital role in delivering true portfolio diversification and therefore managing risk. Those focusing solely on equities and bonds are likely to have serious investment blind spots.

Read More

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