The Smarter Way to Find a Wealth Manager

We’ll find your best Private banks and Investment Managers independently, factually and in just 3 minutes. 

The smarter way to find a Wealth Manager

We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.

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

  • Arbuthnot Latham Private Bank
  • Blu Family Office
  • Bordier UK
  • Brewin Dolphin – 1762
  • 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
  • Nedbank Private Wealth
  • 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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The UK's no.1 wealth manager search website

The UK's no.1 wealth manager search website

Since 2012 we have helped over 10,000 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:

3

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

Helping over:

10,000

happy clients Since 2012 we have helped over 10,000 people find better professional investment and financial expertise for their wealth.

Highly rated:

5-star rated service 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>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.

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Latest articles

Client trends September 2019:<br /> Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns

Client trends September 2019:
Ruined retirements, soaring education costs and the search for safe havens top HNWIs’ concerns

It’s “back to school” season and the pressure of meeting education fees and being the “Bank of Mum and Dad” is front of mind for […]

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Thematic investing in wealth management

Thematic investing in wealth management

Thematic investing is capturing investors’ imaginations and helping right some of the world’s big problems, but it’s essential to invest for good returns, rather than just a good “story” alone.

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Jargon buster:<br />Key wealth management terms<br />explained

Jargon buster:
Key wealth management terms
explained

As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.

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