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.

READ THE GUIDE

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.

What To Do Now?

Speak To Us

Looking for some independent insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.

Search Now

Use our award-winning ‘ManagerSearch’ right now and let us suggest which wealth managers are best for your profile.
It’s fast, no-obligation and no-cost.

More reading about your situation:

What HNWIs need to know about final salary transfers…

What HNWIs need to know about final salary transfers…

Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.

Read More

Elder care and wealth management

Elder care and wealth management

Care home fees can amount to thousands of pounds a week, creating serious concerns for families that wealth managers are addressing with clever investment strategies.

Read More

Great expectations: is your family heading for an inheritance fall?

Great expectations: is your family heading for an inheritance fall?

Wealth planning and inheritance are fraught with complexity, and there is great need for families to air issues around amounts, timings and tax as early as possible to ensure the wellbeing of all their members.

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

  • Blu Family Office
  • 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
  • Plurimi Wealth
  • Psigma Investment Management
  • Quilter Cheviot Investment Management
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • UBS

Receive our unique investment bulletin every month

You won't find this market insight anywhere else

We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.

Sign up to receive this unique bulletin every month.

No spam. Simply one useful email per month.

Find your Perfect Partner

Find your Perfect Partner