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:

The caring society – are we financially prepared for getting old gracefully?

The caring society – are we financially prepared for getting old gracefully?

Long-term care may well be the reality for a partner, parent, elderly relative or – indeed – yourself, making intelligent wealth planning one of the wisest moves you can make.

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Client Trends October 2019:<br /> Doubts over passives and BPR investments bubble up

Client Trends October 2019:
Doubts over passives and BPR investments bubble up

Warnings that the passives market could see a dramatic reversal of fortune are front of mind this month, while HNWIs also ponder which IHT mitigation techniques are future-proof

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Why private client insurance brings true peace of mind

Why private client insurance brings true peace of mind

Discussing your situation with a private client insurance adviser is an excellent way to get a true picture of all the tangible assets you own and to protect them.

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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

  • 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
  • Tyndall Investment Management
  • UBS
See below

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