Directory of UK Wealth Managers

AAB Wealth is a financial planning and wealth management business established over 15 years ago. AAB Wealth work with their clients to build a financial plan that link to their clients’ needs and goals: this may be planning for their retirement, improving their portfolio's tax efficiency, increasing income in retirement, reducing their inheritance tax burden or simply providing a second opinion on their current portfolio and financial plan.

Adam & Company is a private bank, providing a broad range of products and services to their clients, all backed by a commitment to excellent service. Adam & Co. aim is to provide exceptionally high standards of service, attracting people who lead busy lives and are looking for active, careful management of their financial affairs. Their clients include UK residents, expatriates and UK nationals domiciled abroad. They also serve a number of private companies, trusts and charities.

Amicus is a leading wealth management firm built around personal relationships and clear, thoughtful advice. We help you grow, protect and structure your wealth with confidence – including smart, tax-efficient planning that supports your long‑term goals. More recently, we merged with 7IM Private Client and CPN Financial Services, uniting three experienced teams to provide broader expertise and greater continuity for the people we serve. Expert wealth planning built around you. Personal, expert financial advice with long-term planning to clear, tax-efficient strategies that are all designed around what matters most to you.

Your financial journey is unique – and so is our approach.

We take time to understand your concerns and aspirations, crafting advice and solutions that align with your goals.

From managing your day-to-day banking, to securing your family's future, we simplify the complex and uncover new opportunities.

With our expertise, you can focus on what matters most – while we handle the rest.

Banque Havilland is an independent family owned private bank providing professional wealth management services. They offer you access to their personal and professional networks comprising trusted and capable banking, asset management and wealth structuring professionals. Their independence brings many benefits, they adapt quickly to the needs of clients; not to be constrained by the infrastructures that characterise a large banking group and provide services to meet individual circumstances.

Managing private wealth successfully requires a steady and considered approach. Berenberg has managed assets effectively for more than 420 years. As a privately owned bank we continue to manage our business in the same careful and responsible way today.

BNP Paribas is a global bank with Investment Banking, Corporate and Retail Banking and Wealth Management divisions. With offices in over 30 countries, the Wealth Management division has over Euro 265 billion in client assets managed globally and their London office provides a wide array of services to both UK based and international private clients.

We are part of the Bordier Group, which for over 175 years, has helped preserve the wealth entrusted to us by our clients, growing and safeguarding it for future generations. Our wealth and investment management services are designed for UK and international private clients, trustees and charities who require consistency and excellence, whether in the performance of their portfolios, the service received from our staff, the quality of their reporting or the financial advice they receive.

Brooks Macdonald Asset Management Ltd is a specialist investment manager providing discretionary management services for private clients, trusts, charities and pensions funds. From our start in 1991, we were pioneers of fee-only investment management and continue to pass on institutional dealing terms to private clients. We have always embraced open architecture and give private clients full exposure to a range of leading investment managers and strategies. We individually manage portfolios. We will continue to be a fundamentally innovative firm.

Brown Advisory is an independent investment firm committed to serving its clients by delivering a combination of first-class investment performance, strategic advice and the highest level of service. Founded in 1993 as an affiliate of Alex. Brown & Sons, a leading U.S. investment bank, Brown Advisory became independent in 1998 and today serves families and institutions based in 25 countries.

Brown Shipley is a UK authorised private bank with over 200 years of experience, offering fully integrated wealth planning, investment management and lending services. Brown Shipley is part of Quintet Private Bank, a group of boutique private banks and wealth managers operating across over 50 European cities. Being part of Quintet expands our scale, security and adds a truly global outlook to our already strong foundations. We have an unwavering commitment to doing the right thing, protecting and supporting your wealth as if it were our own. We’re here to meet the needs of individuals and families who won’t settle for old-fashioned trade-offs.

We listen carefully to get to the heart of your current circumstances and future ambitions, bringing our combined expertise and perspectives together to help you achieve your goals. We understand that the purpose of wealth – today and for future generations – is always deeply personal. So discover a private bank that listens carefully, thinks ahead and supports your investment objectives, so you can focus on what really matters to you and your family. A partner that strives to earn your trust and a seat at your kitchen table, where life's most important decisions are made.

Canaccord Genuity Wealth Management gives you access to a broad range of wealth management solutions including portfolio management, broking services and wealth planning. It has successfully grown its business and reputation over the years and now, in the UK and Europe, its investment professionals manage and administer over £25bn (as at 31 March 2019) of assets. The business has enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. At the same it is small enough to provide a personal relationship-led service with direct access to its people and knowledge.

Our business is dedicated to the management of private wealth. We recognise that the strength of our business is entirely based on building lasting relationships with our clients and their other professional advisers. We seek superior investment performance combined with the highest levels of personal and administrative service.

Cazenove Capital offers a complete wealth management service, delivering tailored portfolio management, wealth planning, banking and lending services to private individuals, family offices, trusts and charities. As the wealth management business of Schroders, our significant family ownership and financial strength enables us to genuinely take a long–term view and focus on the needs of our clients. Each of our clients has unique financial requirements and objectives, but all have a common goal – to preserve and grow the value of their wealth. We believe that environmental, social and governance considerations are fundamental. We therefore incorporate sustainability factors into all our investment processes, while our dedicated sustainable portfolios allow clients to go further in aligning their investments with their values. We explore each client's needs in detail and advise them on the most suitable financial solutions for their particular circumstances. Our client communication and reporting is effective, clear, flexible and comprehensive.We also have efficient custody, administration and online reporting platforms which enable clients to centralise their financial affairs with us with confidence. Our headquarters are in London. We have regional offices in the UK, including Oxford, Manchester and Edinburgh. We have international offices in Guernsey, Jersey, Geneva, Zurich and Singapore. Cazenove Capital is a trading name of Schroder & Co. Limited.

Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange, first appearing as an independent member firm in 1852. Today, Charles Stanley & Co. Limited is one of the leading investment management companies in the UK, dedicated to serving the private investor. The level of service you choose will be determined by how actively involved you want to be in the management of your investments and how confident you are with monitoring the balance of risk and reward yourself.

Church House Investment Management (Church House) is a private investment management company. We offer investment management services for private individuals and family groups, including their ISAs, pension funds, trusts and charitable foundations.We are an independent company. The directors and senior staff hold a controlling interest in the company's equity share capital.

Citi Private Bank is part of Citibank, the global financial institution. Using the capabilities of the global bank, the private bank caters to the needs of the ultra high net worth individual and family; providing investment, banking, lending and wealth advisory services.

City Asset Management is an investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients. The company, founded in 1988, is mainly owned by the working directors and, as a result, is free from any bias or conflict of interest which might arise from ownership by an institutional parent.

Close Brothers is a leading merchant banking group, providing lending, deposit taking, wealth management services, and securities trading. We employ 2,800 people, principally in the UK, and are one of the largest 250 companies listed on the London Stock Exchange.

Coutts' exceptional service has been valued by clients for over 300 years. From private investments to wealth management, commercial banking to tax advice, we pride ourselves on building professional relationships that last.

Credo is a global independent wealth management business that has been in existence since 1998 and employs over 90 staff. The group has the privilege of managing over of £3.2bn of client assets. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than ten years and as such our owner managed culture puts the client at the heart of every decision. We aim to provide our clients with a personal service and to build relationships based on trust. We believe wealth is created and preserved by following a patient and disciplined investment strategy that is focused on the long-term, keeping costs down and methodologies that have proven to be robust through a variety of market cycles.

As a leading division of Deutsche Bank, the global banking group, Deutsche Wealth Management focuses on providing full investment and wealth services to ultra high net worth investors. With global reach and deep expertise, the services offered well catered to the sophisticated and demanding investor.

EFG Private Bank is part of EFG International, a global private banking group headquartered in Zurich, Switzerland. EFG International operates in around 30 locations worldwide, and its shares are listed on the SIX Swiss Exchange. EFG Private Bank Limited is the UK-based private banking arm of EFG International, with subsidiaries in Jersey and Guernsey. Our activities encompass banking and credit, financial planning, investment management, offshore trust and company formation and management.

Emirates NBD, the leading banking group in the region, was formed on 16th of October 2007 when the shares of Emirates NBD were officially listed on the Dubai Financial Market (DFM). The Emirates NBD 2007 merger between Emirates Bank International (EBI) and the National Bank of Dubai (NBD), became a regional consolidation blueprint for the banking and finance sector as it combined the second and fourth largest banks in the United Arab Emirates (UAE) to form a banking champion capable of delivering enhanced value across corporate, retail, private, Islamic and investment banking throughout the region.In 2013, Emirates NBD celebrated its 50th anniversary, marking the Group's outstanding achievements while highlighting the bank's solid historical and financial foundations as well as its promising future. Emirates NBD's vision is to be globally recognised as the most valued financial services provider based in the Middle East. It is a market leader across core business lines and the leading retail banking franchise, with 220 branches and over 927 ATMs and Cash Deposit Machines (CDMs) spread across the country and overseas.

EQ is based in the City of London. It was acquired in 2014 by John Spiers, founder of Bestinvest. Since then it has expanded significantly and now employs over 60 staff. The ambition of EQ is "to be the best, not the biggest". There is an overwhelming emphasis on high quality client service backed up by a top quality investment team.

Like most families, we’re proud of our roots. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive. Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun. A story of change – but also of constancy. We’re still here, with £56billion of assets under management (as at June 2022) and offices in 25 towns and cities across Britain, Ireland and the Channel Islands, we continue to do what we do best: placing the power of good advice into more hands.

We believe that more people and businesses should have access to good advice, regardless of their size or wealth. We are committed to raising the standards of good advice and to extending its reach. All our advice is delivered by people who care, who go further to understand your needs so they can help you make those big decisions with ease and confidence. Our investment managers and financial planners have the expertise you can lean on to help you grow your wealth and achieve your financial goals. We will work with you to understand your objectives and what matters to you before designing an investment solution that is suitable for you.

As the UK’s leading integrated wealth management and professional services group, we are able to look after the combined wealth and tax needs of our clients and, as well as investment management and financial planning, we provide specialist accountancy, assurance, tax and advisory services. Our clients range from online investors to those requiring bespoke wealth management, and from charities and trusts to entrepreneurs and corporate businesses.

It has been more than 45 years since we were founded, so we’ve seen many market cycles – whether it be bulls and bears or booms and busts. This experience has given us an in-depth knowledge of how markets perform, which helps us find the right paths through many different investment environments. Throughout this time, the needs of our clients have always steered our decisions. Which is why we’ve kept investing as our core activity. We are not a bank. We don’t do insurance. We are purely and simply investors. It’s a particular focus, but we believe this is what allows us to excel – and, even more importantly, to repay the trust that over 1.1m UK clients place in us.Fidelity Wealth rewards investors with a more personalised service, a loyalty bonus and exclusive events across the country. There is no charge for this service. To join you need investments of £100,000 or more held directly with Fidelity. Many of our investors have reached the minimum value by bringing together ISAs, funds and personal pensions from other providers

Fisher Investments UK (formerly Fisher Wealth Management) is the wholly-owned subsidiary of Fisher Investments, a private, independent investment management company. Fisher Investments, the parent company of Fisher Investments UK, has been providing portfolio management services in the US since 1979. Fisher offers a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.

We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Goldman Sachs.

Our experts can simplify and streamline your affairs and free up your time by helping you to choose, buy, sell, hold and manage your investments. As a one-stop shop, we remove unnecessary duplication and give you the benefit of low, transparent charges and market-leading initial and annual savings on funds. In the last year we have provided more than £200 million in discounts and rebates for our clients.

We are one of the UK's leading independent financial service providers and asset management specialists. Our mission is to help investors make more of their investments by providing the best information, the best service and the best prices. We are a fund supermarket, a fund manager, a discount broker, a stockbroker, a pensions specialist, an annuity specialist, a wealth manager and a financial adviser. In other words, a one-stop shop.

Since we were founded over 25 years ago, Heartwood has grown steadily and we currently have over £2 billion of funds under management. Much of our new business comes to Heartwood thanks to word-of-mouth referrals from existing clients, which we see as a testament to their satisfaction not only with our investment management and private wealth management services, but also with the exceptional quality of our personal attention. This is a source of great pride, because many clients are senior executives of investment banks and multinational companies, partners of private-equity firms and hedge funds, other successful professionals and families with substantial wealth. Without exception, they are extremely discerning when it comes to their personal financial affairs. In 2013, Heartwood became a wholly-owned subsidiary of Handelsbanken, the local relationship bank, in order to create a uniquely customer-led banking, wealth and investment management service across the UK. Together, the business continues to focus on long-term client relationships and high service standards.

Henderson Rowe Limited is an investment management firm providing asset allocation solutions to small corporate and local pensions, and high-net-worth individuals and families. It also specializes in working with qualified investors in the UK Tier-1 Investor Visa programme.

Henderson Rowe focuses on investor outcomes by leveraging expertise in global markets and factor-based research to develop multi-asset strategies and build dynamic asset allocation models.

Hottinger Group is an international wealth management company, principally owned by the families we serve. Over time we develop an in-depth knowledge and understanding of the circumstances, complications and arrangements of each family. This is key to delivering bespoke professional and investment advice which complies with individual aspirations, the broader regulations and which will stand the test of time. We protect the interests of our clients and provide them with a professional environment to share experiences, ideas and opportunities with like-minded people. Above all, families place their trust in us because of that rare trait we hold most dear, that of integrity.

The origins of the Hottinger brand in financial services date back to 1786, when Baron Jean Conrad Hottinger established Banque Hottinguer & Cie. in Paris. For over 200 years of private ownership, the family bank forged merchant trading links with the Americas, pioneered nascent European government debt issuance and funded French industrialisation and many ground-breaking infrastructure developments on the continent. In 2015, the family decided to sell a majority stake in their London-based business and the new owners chose to retain the name for the Group, reflecting their desire to leverage the skills, experience and historical identity of Hottinger whilst focusing on delivering strategic wealth management and bespoke professional, investment and administrative services to multiple generations of family clients. We look after 200 families with wealth valued at $60bln.

HSBC Private Bank, together with the private banking activities of HSBC Trinkaus & Burkhardt, known collectively as Global Private Banking, provides services to high net worth individuals and their families through over 80 locations in some 36 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa.

Founded in 1945 as a partnership, today JM Finn is an investment manager owned by Belgian investment group Ackermans and van Haaren (AvH). Specialising in discretionary investment management and managed advisory relationships, JM Finn prides itself on bringing a traditional values of service and fairness to client relationships.

Formed in 2010, James Hambro and Partners is an independently-owned Private Asset Management and Financial Planning group combining a comprehensive client service with institutional-quality investment management, whilst also providing expert guidance on creating, protecting and passing on wealth. Our partners have an average of 25 years experience in financial markets, covering both investment management and financial planning.

Jefferies Wealth Management provides focused wealth management services designed to meet the unique needs of each client. Advisors work with clients to determine long- and short-term objectives and develop a plan to meet those objectives in a disciplined fashion. Clients have full access to the resources of the global firm, including asset management products, equity, fixed income and commodities trading platforms, and award-winning research.

JP Morgan is a global financial institution with a large private banking division servicing high net worth and ultra high net worth clients. The institution was founded over 160 years ago and in addition to private banking it focuses on investment banking, asset management and commercial banking. With the private bank JP Morgan uses the investment expertise from across the business to bring clients a sophisticated and high quality service.

The Julius Baer Group is the leading Swiss private banking group, focusing exclusively on the demands of sophisticated private clients, family offices and independent asset managers from around the world. The Group is completely independent in each and every aspect of its business – from the focused business model and sound financials to the dedicated investment management, open product platform and expert research.

Established in 1989, Killik & Co provides wealth planning, investment management and advisory stockbroking services, with access to all major asset classes - equities, fixed income bonds, offshore bonds, commodities and currencies – in over 30 markets worldwide. Killik & Co prides itself on being a relationship firm, with an emphasis on accessibility, trust and integrity.

Kingswood began life in 2010 as primarily an investment management business and through a number of acquisitions of financial advice businesses we now provide clients with a fully integrated approach to their financial affairs.  Kingswood is a public company and our shares have been listed on the AIM market since 2014. We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

We do this by offering a highly personal service from our network of local offices around the UK. Our experts work with our clients over the long term to Protect and Grow their wealth through relevant and timely advice and the active management of their assets.

LGT Wealth Management UK LLP is a UK-based wealth management partnership which provides a comprehensive range of investment management, wealth planning and private office services. As at 31 December 2021, LGT employs 419 staff and has offices in London, Bristol and Jersey, with £22.3 billion of assets under management. It is part of LGT Group, a leading international private bank and asset manager that has been fully controlled by the Princely Family of Liechtenstein for over 90 years. As at 31 December 2021, LGT Group managed assets of CHF 285 billion (£231 billion) for private individuals and institutional clients. LGT employs over 4,100 people who work out of more than 20 locations in Europe, Asia, the Americas, and the Middle East. Our aim is to offer a fresh approach to wealth management: put our clients first by providing a transparent service, designed around what is right for each of them.

At Lloyds Bank Private Banking, we aim to build deep, lasting relationships which help you realise your financial ambitions. Supported by a team of experts, and with access to an extensive range of specialist wealth planning services, your Private Banking and Advice Manager can help you shape your financial plans in a way that aims to nurture and protect your wealth.

Lombard Odier is a family owned Swiss private bank specialising in private and institutional asset manager. Founded in 1796, it is the oldest firm of private bankers in Geneva and has remained an independent family business for seven generations. Today the firm is run by eight Partners and has a global network of offices.

At London & Capital, we thrive on complexities. If your family's financial structure is straightforward, you might not require our specialised services. But what if your situation is far from simple? We excel in providing tailored solutions for intricate financial landscapes. We're not just your typical fund manager; we are wealth managers with an exceptional cross-border specialisation. Our approach starts with financial planning. Before a single penny is invested, we collaborate with you to understand your goals, identify the key players involved, and assess your available resources. Establishing the right structures and objectives from the outset is pivotal, especially for clients with global interests. London & Capital boasts unique expertise in assisting US Connected Persons.

Mirabaud is an international financial group founded in Geneva in 1819, where it is still headquartered.

Mirabaud has three core areas of activity; Wealth Management, Asset Management & Coporate Finance. Wealth Management is the primary driver of the business with tailor-made solutions adapted to each clients specific needs whether a discretionary or advisory mandate or a lending requirement. We also provide Wealth Management services to External Asset Managers looking to use our platform and expertise for their own clients.

Mirabaud is active in most major financial centres. With 16 offices, including 6 booking centres in Switzerland, Luxembourg, France, Spain, Canada and the United Arab Emirates, Mirabaud employs over 700 staff. The UK office is the second largest office in the group, employing approximately 100 people.

Mole Valley Asset Management (MVAM) help you invest your savings by encouraging you to make conscious decisions about your money. They ensure information and opportunities are clear, transparent and easy to understand.

Based in Dorking, Surrey, they build bespoke investment portfolios to meet your future needs, working with investors large and small.

They ensure you get to know your Investment Manager, someone with experience and skills to invest directly into the markets and that you receive full access to them whenever you need.

Nedbank Private Wealth is an award-winning boutique private bank that firmly believes in the mantra ‘don’t just plan to invest, invest to a plan’. As such, we deliver our wealth planning, investment management and private banking services to structure clients’ finances to ensure intergenerational wealth succession and philanthropic plans for legacies that stands the test of time.

Through its offices in London, Isle of Man, Jersey and Dubai, Nedbank provides a highly personalised, full-service wealth management offering. In the UK, Nedbank Private Wealth has been named best private bank for eight years running in the City of London Wealth Management awards – an accolade we take particular pride in given it is awarded ti the firm with the highest number of votes submitted by clients, professional partners and members of the public.

Nedbank Private Wealth can manage clients’ assets across jurisdictions, which is particularly helpful for international or UK resident non–domiciled clients.

Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Morgan executives.

The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The entire Netwealth experience can be accessed online via powerful financial technology or, for those who prefer, with one of our financial advisers.

Our approach to wealth management brings several benefits to private clients:

• 1. Qualified financial advice available to help you plan for your unique circumstances
• 2. Seasoned investment management team, managing high-quality, diversified portfolios with a proven track record
• 3. A powerful client experience, both on and offline
• 4. ISAs, Pensions and General Investments Accounts available at significantly lower fees than the industry average

Oakglen Wealth is an independent investment manager, combining service orientated discretionary and advisory investment management.

As an independently owned and managed business, our clients are always the priority. We are committed to building enduring relationships, understanding individual needs and constructing strategies that help clients achieve exceptional outcomes. Through our distinctive network, our clients can access investment opportunities and innovative ideas not usually available to most investors.

Our highly personalised service is delivered by our experienced team and powered by the very latest technology.

Odey believes that to generate strong long-term returns you need to think like an owner, know when to take risk and when to preserve capital and be ready to hold contrarian views. The Odey Group was established in 1991 and has carefully built a team of 40 investors who share this ‘owners' approach’ and today we manage c. $9bn for many of the world's leading investors. On the back of exceptional long-term performance, we launched Odey Wealth in 2007 to extend our investment services to private clients and today offer discretionary portfolio management from offices in London, Guernsey and Geneva.

Partners Wealth Management is an award-winning, independent firm that partner with our clients to deliver tailored, unbiased financial strategies for long-term success and clarity. Our advisers are more than financial planners — they’re trusted partners in your journey to financial freedom. We bring deep expertise and independent thinking to every conversation, always focused on what matters most to you. Whether you’re planning ahead or navigating change, we are by your side — listening, guiding, and empowering you to take control of your financial freedom.

Pictet is one of Switzerland's leading private banks. Founded in 1805 today Pictet employs over 3000 staff in over 20 global offices. Its core services are wealth management and asset management. It has no investment banking division and carries out no commercial lending. The institution remains a partnership, with the eight partners carrying an unlimited liability.

Based in Manchester, Pilling & Co have offered Stockbroking and Portfolio Management Services for over 100 years. Our head office is named after our founder, Henry Pilling, who launched the firm in 1893. We are proud to offer a professional and friendly service to clients the four corners of the world and have developed excellent working relationships with many professional partners including Solicitors, Accountants and Independent Financial Advisors. Our aim is to help you achieve your investment goals with the minimum of fuss.

Financial markets are changing the industry landscape. Clients now demand greater value and transparency from their financial advisors. Plurimi Wealth helps clients better achieve sustainable value through complete alignment. Plurimi Wealth maintains a transparent pricing structure charged through client-selected custodian banks; delivering greater value without an overlay of additional cost to the client.

In today's complicated world, it’s a simple fact that we need to make our investments work as hard as possible to achieve our financial goals for our families. With world markets and economies constantly changing, it has never been more important to seek the help and guidance of investment professionals with the necessary expertise to help maximise returns and manage your risk. To make things simple, we offer a choice of five growth and three income portfolios. They are actively managed by a professional team with many years of experience managing client assets.

Punter Southall Wealth is a Discretionary Fund Manager (DFM) offering investment solutions to private clients, charities, trusts and pension schemes. Launched in 2002 we now have over £3.9bn of client and corporate assets under control.

We are dedicated to providing real, risk-adjusted returns for our clients and this investment journey begins by agreeing what clients’ investment goals and objectives are. This is achieved through an open dialogue to ascertain objectives and set appropriate performance benchmarks.

Using dynamic asset allocation and being early adopters of a multi-asset approach, we provide investment portfolios that are constructed to deliver a return above inflation. We work with you to help determine the optimal mix of assets.

Punter Southall Wealth is part of the wider Canaccord Genuity Wealth Management (CGWM) group and as a result, we have access to a range of asset classes and geographies, including global equities and small caps, meaning investing with us gives you access to a broad range of investment management solutions. We continue to provide an exceptional investment experience. Today, CGWM looks after more than £32.1bn of assets, managed by highly experienced investment managers.

Quilter Cheviot has a heritage that can be traced back to 1771. We are one of the UK’s largest discretionary investment management firms, focusing on providing and managing bespoke investment portfolios for private clients, trusts, charities and pension funds. Our investment managers are committed to building long-term relationships with their clients, established on a foundation of exemplary personal service and investment expertise.

Rathbones is one of the UK’s largest providers of bespoke investment and wealth management services for private clients. As a Group, we support individuals and families with a comprehensive range of services, including discretionary investment management, tax-efficient planning, financial planning, trusts, estate services, and limited banking services.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.

Today, Rathbones serves clients from 23 locations across the UK and Channel Islands, managing £109.2 billion in assets on behalf of individuals and families (as at 31 December 2024).

Having helped to build and preserve our clients’ wealth since 1762 we are well versed in working with individuals like you to help develop strategies that focus on what’s important, your needs, and those of your family.

With specialists located across the country we believe in the value of local relationships, whilst leaning on the strength of being one of the UK and Ireland’s leading wealth advisers.

The value of investments, and any income from them, can fall and you may get back less than you invested.

Rothschild & Co’s Wealth Management business provides a range of services to some of the world’s most successful families and entrepreneurs. We advise our clients on all their financial and non-financial wealth, constructing portfolios to grow in value over time, outpacing inflation and avoiding large losses along the way. Our ‘wealth preservation’ approach, coupled with the stability and independence that comes with two centuries of family-controlled ownership, makes us an enduring home for our clients’ assets.

RBC Wealth Management has been helping to build and preserve its clients’ wealth for more than 100 years. One of the world’s top 10 largest wealth managers, RBC Wealth Management offer the discipline, strength and stability of Canada’s largest bank. RBC has been named “Safest Bank in North America” and the tenth safest bank worldwide by Global Finance. Services include investment management, trust and estate planning, credit solutions, private banking, asset management and more.

Ruffer has been providing investment management services for institutions, pension funds, charities, financial planners and private clients, in the UK and internationally since 1994.

Their preoccupation is with not losing money, rather than charging headlong for growth. It’s by putting safety first that they have made good money for their clients, successfully navigating three major market corrections – the dot.com bust, global financial crisis and covid-19.

In all they do, they seek to be responsible investors, integrating environmental, social and corporate governance (ESG) issues into their investment process.

Saltus is an independently owned investment management company, established in 2004. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, after tax, fees and inflation. We manage portfolios with no built in bias to any asset class and no fixed benchmark. Each portfolio is managed against a strict risk budget. We decide which asset class to invest in and implement this decision by selecting specialist managers who are world leaders in their chosen area of expertise. Our clients are private clients and family groups investing their pensions, trusts, investments and ISAs. We invest alongside our clients and would never do anything with your money that we do not do with our own.

Founded in the aftermath of the 2008 financial crisis with a desire to offer UK investors simple and transparent investment solutions, SCM has an established five year track record of managing passive investment portfolios. Many of the smartest academic minds, experts, analysts and fund managers did not predict the large losses of the last financial crisis. So beginning with a blank sheet, reviewed everything, as well as taking into account human nature and concluded that the most common-sense way to invest involves a belt and braces approach that balances Cost, Risk and Returns.

SG Wealth Management was founded in 2001, from the outset our conviction and ethos led us to promote a business model which was at the vanguard of positive change in investment management and financial services, voluntarily adopting a client-centric, advice-led proposition entirely free of commission bias. We take great care of your investment portfolio because we take great pride in caring for you as a client, our business success is founded upon it.