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

Partners Wealth Management

  • Min. account size

    £250,000
  • Company type

    Financial Advisor
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    2004

Key person:

James Roberts

Managing Partner

Partners Wealth Management Factfile

Partners Wealth Management (PWM) is a well-respected and multi award-winning City based independent financial advisory partnership which builds lifelong relationships with clients based on trust, providing leading whole-of-market investment solutions. We have a team of 90 plus people, consisting of 42 advisers with c. 2,000 clients, and over £2.2 billion of client assets under management. The firm achieved Chartered Status in 2018, demonstrating our commitment to our clients by continually focussing and raising standards of knowledge across the firm.

Contact Relationship Manager
Fee structure Annual fee
Min. account size £250,000
In-house service
Pension advice
Tax efficient investments
How we charge Flat fee / Per hour

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Who is your best manager?