Have You Come In To Some Money?

Look after your windfall. We help you navigate the industry and find the best professionals to manage your money

Have You Come In To Some Money?

Look after your windfall. We help you navigate the industry and find the best professionals to manage your money

Protect and grow your money...

If you have recently come into some money via inheritance, a business sale or some other form of liquidity event, it can be hard knowing what to do with it.

Capital preservation is the foundation of a robust wealth strategy, and it is vital that you take steps to ensure that as much of your new funds remain yours as possible – rather than being swallowed by the taxman or lost on excessive management fees.

Understanding the whole picture is vital: assets versus liabilities, shorter-term plans in the context of longer-term ones, and investment risk against reward. The right wealth manager will devise plans that take into account any number of complexities, enabling you to increase your returns and minimise your risk.

There are many ways to deploy a windfall, but you have to go down the route that will make the biggest difference to your financial position. Unlocking the true power of your money could really change your life for the better, so make the most of the capital you now have available to put to work.

To find out exactly what a wealth manager does and how they can help you maximise your money, read on.

READ THE GUIDE

Have you recently come into some money?

Protection, Growth and Tax Reduction - Your Guide to the Three Pillars of Wealth Management

Wealth management is a broad term which can encompass many different strategies and techniques. However, 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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What To Do Now?

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More reading about your situation:

Client trends May 2022: <br />Change is in the air on a number of fronts

Client trends May 2022:
Change is in the air on a number of fronts

Wealth planning issues of various kinds have been a real feature of our conversations with High Net Worth Individuals in recent weeks.

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Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Client trends April 2022: Diversification and tax defences are top of HNWIs’ to-do lists

Investors are seeking stronger diversification, reduced costs and tax mitigation strategies to cope with whatever the world brings in the months (and years) ahead.

Read More

Client trends March 2022: <br />Portfolio protection worries prompt a deluge of enquiries

Client trends March 2022:
Portfolio protection worries prompt a deluge of enquiries

Shocking turns in global events have rightly caused an outpouring of sympathy, but people are naturally also worried about how their own lives and finances will be affected as the world is rocked by news of war.

Read More

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
  • Brewin Dolphin – 1762
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credit Suisse Private Banking
  • Credo Wealth
  • GAM
  • Hottinger & Co. Ltd.
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kingswood Group
  • Kleinwort Hambros
  • LGT Wealth Management
  • Magus Wealth Limited
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Partners Wealth Management
  • Plurimi Wealth
  • Punter Southall Wealth
  • Quilter Cheviot Investment Management
  • Rothschild and Co
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS
See below

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