Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Jefferies Wealth Management

  • Min. account size

    £1,000,000
  • Company type

    Private Bank
  • Ownership

    Listed group
  • Size of wealth manager

    Small
  • Size

    Global
  • Founded

    1962

Jefferies Wealth Management Factfile

Jefferies Wealth Management provides focused wealth management services designed to meet the unique needs of each client. Advisors work with clients to determine long- and short-term objectives and develop a plan to meet those objectives in a disciplined fashion. Clients have full access to the resources of the global firm, including asset management products, equity, fixed income and commodities trading platforms, and award-winning research.

Contact person Relationship manager
Fee structure Annual fee
Min. account size £500,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Hourly, fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones UK, US
Margin accounts

  LESS DETAILS

Who is your best manager?
Who is your best manager?