Are You Looking for Better Investment Performance?

Find out what you can expect in terms of income from your consolidated investments

Are You In Need Of Better Investment Performance?

Find out what you can expect in terms of income from your consolidated investments

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If you have accumulated cash in excess of £50,000 and are considering your options, you are in the right place.

Cash tucked away in a savings account used to be a safe option, but with years of rock-bottom interest rates, returns from deposits are modest, at best. Combine that with the effect of inflation and your cash savings are likely reducing in value in real terms each year.

There are other options, such as buy-to-let and alternative investments, but they all need to be carefully evaluated based on your goals, life stage and risk-profile. This is where a professional wealth manager can really help. Discussing your options with a professional experienced in your type of situation will help you clarify and prioritise what’s right for you.

At we’ve seen all types of wealth management relationships, good and bad. We’ve seen investors struggling by on a “Do-it-Yourself” basis and often losing huge amounts of their hard-earned wealth. We’ve seen cash deposits eroded in value over time by inflation, alongside clients disappointed by expensive, underperforming wealth managers.

Navigate the minefield with expert, no-obligation assistance and let us find the best investment managers for your profile and needs.


Returns on investments

Ten Key Points On Performance Benchmarks

In this guide, you will learn 10 key points about the composition of benchmarks and how to read them – knowledge that will greatly inform your understanding of performance metrics and enrich your discussions with potential wealth managers.

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What To Do Now?

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More reading about your situation:

Investment Bulletin: <br>May 2023

Investment Bulletin:
May 2023

The potential for further US dollar depreciation and a recession Stateside lead this month’s Investment Bulletin, but there are also striking opportunities in the UK market highlighted.

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Investment Bulletin: <br>April 2023

Investment Bulletin:
April 2023

Recessionary fears continue to dominate financial thinking, but there are bright spots amid the gloom, including the potential for exciting investments in European medtech.

Read More

Investment Bulletin: <br>March 2023

Investment Bulletin:
March 2023

This month’s experts focus on the need for caution in the equity markets generally, while sounding an upbeat note on India’s investment prospects looking ahead.

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

  • 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
  • Credo Wealth
  • Evelyn Partners
  • Hottinger & Co. Ltd.
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kingswood Group
  • Kleinwort Hambros
  • LGT Wealth Management
  • Magus Wealth Limited
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Netwealth
  • Partners Wealth Management
  • Plurimi Wealth
  • Quilter Cheviot Investment Management
  • RBC Brewin Dolphin
  • Rothschild and Co
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS
See below

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