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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
  • 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

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.

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:

5,000

happy clients Since 2012 we have helped over 5,000 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.

Read our money insights

Latest investment bulletin

Investment Bulletin: November 2018

NOVEMBER 2018

Investment Bulletin: November 2018

Here, leading wealth managers from our panel share their takes on the autumn landscape and examine the key risks – and opportunities – investors should be thinking about.

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Latest articles

Guide to private company investing

Guide to private company investing

Private company investing holds out powerful diversification benefits and can really boost investment returns. It is also more accessible than might be assumed.

Read More

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

Managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.

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

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

This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.

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Investing made simple

Investing made simple

Christian Armbruester, CIO at Blu Family Office, explains the foundational principles of investing and some of the big pitfalls to avoid.

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Your essential guide to managing your health and wealth

Your essential guide to managing your health and wealth

Wealth and health areas are often viewed as two separate entities. Yet they are actually closely intertwined. There is an inextricable link between your physical […]

Read More

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