Do You Have Complex Wealth Needs?

There are many reasons you might be seeking help with your wealth. See how our experienced team have assisted clients with their specialist requirements

Do You Have Complex Wealth Needs?

There are many reasons you might be seeking help for your wealth. See how our experienced team have helped clients with their specialist requirements.

Find the right partner to manage your wealth...

We help people in a whole range of different situations and stages of life. Some have very straightforward requirements and simply need some investment management advice. At the other end of the spectrum, we are also approached by clients with incredibly complex financial situations who require a wealth manager to play a far more integrated role in their affairs.

We help clients with a huge range of complex wealth management needs. Many need multi-jurisdictional tax advice or face complications stemming from holding assets across several geographies. Others require access to Lombard lending or wish to structure family wealth in sophisticated ways. Helping entrepreneurs align their business and personal finances is another area in which we excel.

It can be difficult to know whether a wealth manager offers the expertise and services you require – knowing whether they are the very best one to partner with, even more so.

The more complex the situation, the higher the stakes are, so let us take the strain of finding the right solution for you.

Our unparalleled knowledge of the industry will fast track you to the perfect wealth manager. Whatever your aims, our expert team will be able to help.


private company investing

Solving Complex Wealth Management Needs: A Short A-Z Guide

The wealth management needs of many people are fairly straightforward, yet there are a range of more complex financial needs that drive wealthy individuals to seek broader support.

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What To Do Now?

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More reading about your situation:

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Investing in a scattergun manner is an all-too-common trap people fall into; while starting to invest and keeping this up is undoubtedly a good move, doing things in a more structured way always gets better results.

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Client trends September 2020: <br />Important points of investment strategy are preoccupying investors

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Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.

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Client trends July 2020: <br />HNWIs still worry over wealth taxes and which investment styles to deploy

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HNWIs still worry over wealth taxes and which investment styles to deploy

HNWIs are citing a huge range of concerns, but whether wealth taxes will emerge and what the best investment approaches are in this new world are foremost.

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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
  • 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
  • Hottinger & Co. Ltd.
  • 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
  • Punter Southall Wealth
  • 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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Find your Perfect Partner

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