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>September 2020

Investment Bulletin:
September 2020

Equities investors have lots to weight up as they decide on the markets, sectors and companies well positioned for the months ahead, and there are both risks and opportunities it would be costly to miss.

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

Client trends September 2020:
Important points of investment strategy are preoccupying investors

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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What the 2020 goldrush means for you

What the 2020 goldrush means for you

Joining this year’s rush of “goldbugs” might seem tempting if growth predictions are to be believed, but investors must look at their portfolio in the round first.

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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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