Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.
Nedbank Private Wealth has an international footprint as interesting as its illustrious heritage, and the firm continues to be set-up as both a private bank and trust company to present a true one-stop-shop for managing wealth globally.
Bordier UK was born as Berry Asset Management back in 1981, before eventually becoming part of Switzerland’s Bordier Group. Here, its Executive Chairman explains the firm’s ethos and approach.
Learn more about KW Wealth, a financial-planning focused firm with £1.8 billion in AuM from 2,000 private and institutional clients.
Learn more about Brown Shipley’s combination of wealth planning, investment management and banking services provided across the UK.
Capital preservation is front of mind for many High Net Worth investors, and is at the heart of Ruffer’s thinking.
Kleinwort Hambros, the firm formed following the acquisition Kleinwort Benson by Societe Generale in 2016 and its subsequent merger with SGPB Hambros, is experiencing a rise in client numbers off the back of low interest rates, global uncertainty and Brexit concerns.
Charlotte Platts, Head of Private Banking at Santander UK, tells findaWEALTHMANAGER.com about the type of client Santander Private is targeting and why she believes her firm stands […]