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

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.

What To Do Now?

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In an opaque market, finding the right wealth manager for your needs can be highly complex and time-consuming. Working through this series of questions will be invaluable in helping you to recognise when you’ve found “the one”.

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Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.

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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

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Find your Perfect Partner

Find your Perfect Partner