Directory of UK Wealth Managers

Mirabaud is an international financial group founded in Geneva in 1819, where it is still headquartered.

Mirabaud has three core areas of activity; Wealth Management, Asset Management & Coporate Finance. Wealth Management is the primary driver of the business with tailor-made solutions adapted to each clients specific needs whether a discretionary or advisory mandate or a lending requirement. We also provide Wealth Management services to External Asset Managers looking to use our platform and expertise for their own clients.

Mirabaud is active in most major financial centres. With 16 offices, including 6 booking centres in Switzerland, Luxembourg, France, Spain, Canada and the United Arab Emirates, Mirabaud employs over 700 staff. The UK office is the second largest office in the group, employing approximately 100 people.

Amicus came into being because we believe in a refreshingly different approach to financial planning (and our clients agree). Fundamentally, we believe it’s about making sure your money can help you to do the things you want to. Our aim is to be seen as a highly professional and experienced City firm, providing leading edge, yet proven solutions for our clients – delivered in a relaxed and friendly style.
Most of our clients prefer to see us at our offices in Moorgate, London. That said, we also can visit them at their place of work or via video.

Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. We are based in central London and our senior team is led by former Goldman Sachs and J.P. Morgan executives.

The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The entire Netwealth experience can be accessed online via powerful financial technology or, for those who prefer, with one of our financial advisers.

Our approach to wealth management brings several benefits to private clients:

• 1. Qualified financial advice available to help you plan for your unique circumstances
• 2. Seasoned investment management team, managing high-quality, diversified portfolios with a proven track record
• 3. A powerful client experience, both on and offline
• 4. ISAs, Pensions and General Investments Accounts available at significantly lower fees than the industry average

Like most families, we’re proud of our roots. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive. Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun. A story of change – but also of constancy. We’re still here, with £56billion of assets under management (as at June 2022) and offices in 25 towns and cities across Britain, Ireland and the Channel Islands, we continue to do what we do best: placing the power of good advice into more hands.

We believe that more people and businesses should have access to good advice, regardless of their size or wealth. We are committed to raising the standards of good advice and to extending its reach. All our advice is delivered by people who care, who go further to understand your needs so they can help you make those big decisions with ease and confidence. Our investment managers and financial planners have the expertise you can lean on to help you grow your wealth and achieve your financial goals. We will work with you to understand your objectives and what matters to you before designing an investment solution that is suitable for you.

As the UK’s leading integrated wealth management and professional services group, we are able to look after the combined wealth and tax needs of our clients and, as well as investment management and financial planning, we provide specialist accountancy, assurance, tax and advisory services. Our clients range from online investors to those requiring bespoke wealth management, and from charities and trusts to entrepreneurs and corporate businesses.

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.

Hottinger Group is an international wealth management company, principally owned by the families we serve. Over time we develop an in-depth knowledge and understanding of the circumstances, complications and arrangements of each family. This is key to delivering bespoke professional and investment advice which complies with individual aspirations, the broader regulations and which will stand the test of time. We protect the interests of our clients and provide them with a professional environment to share experiences, ideas and opportunities with like-minded people. Above all, families place their trust in us because of that rare trait we hold most dear, that of integrity.

The origins of the Hottinger brand in financial services date back to 1786, when Baron Jean Conrad Hottinger established Banque Hottinguer & Cie. in Paris. For over 200 years of private ownership, the family bank forged merchant trading links with the Americas, pioneered nascent European government debt issuance and funded French industrialisation and many ground-breaking infrastructure developments on the continent. In 2015, the family decided to sell a majority stake in their London-based business and the new owners chose to retain the name for the Group, reflecting their desire to leverage the skills, experience and historical identity of Hottinger whilst focusing on delivering strategic wealth management and bespoke professional, investment and administrative services to multiple generations of family clients. We look after 200 families with wealth valued at $60bln.

Tyndall Investment Management was founded in 2017 by a small team of experienced and like-minded investors, seeking a better way to look after their clients.
We are owner-managed, giving us the freedom to invest against the crowd, and to restrict the number of clients we take on to a manageable number. We currently look after 120 families, investing our own capital alongside theirs.
We are investors at heart, passionate about the power of personal relationships and old-fashioned service, and we are 100% focused on the long-term.

Nedbank Private Wealth is an award-winning boutique private bank that firmly believes in the mantra ‘don’t just plan to invest, invest to a plan’. As such, we deliver our wealth planning, investment management and private banking services to structure clients’ finances to ensure intergenerational wealth succession and philanthropic plans for legacies that stands the test of time.

Through its offices in London, Isle of Man, Jersey and Dubai, Nedbank provides a highly personalised, full-service wealth management offering. In the UK, Nedbank Private Wealth has been named best private bank for eight years running in the City of London Wealth Management awards – an accolade we take particular pride in given it is awarded ti the firm with the highest number of votes submitted by clients, professional partners and members of the public.

Nedbank Private Wealth can manage clients’ assets across jurisdictions, which is particularly helpful for international or UK resident non–domiciled clients.

1762 from RBC Brewin Dolphin is a wealth advisory service centred around a fundamental idea – that no two clients are the same. Which is why we begin with you, whatever your circumstances, whatever you need. We come to the table with no pre-prepared plans nor pre-determined outcomes. It’s only once we’ve learned as much as we can about you and your goals, that we’ll begin to think about what we can help you achieve. The service was launched in 2018 by RBC Brewin Dolphin, one of the UK’s leading wealth managers. The business manages in excess of £50bn in client assets and has 32 offices across the United Kingdom, Channel Islands and Republic of Ireland. The value of investments and any income from them can fall and you may get back less than you invested.

We are part of the Bordier Group, which for over 175 years, has helped preserve the wealth entrusted to us by our clients, growing and safeguarding it for future generations. Our wealth and investment management services are designed for UK and international private clients, trustees and charities who require consistency and excellence, whether in the performance of their portfolios, the service received from our staff, the quality of their reporting or the financial advice they receive.

Credo is a global independent wealth management business that has been in existence since 1998 and employs over 90 staff. The group has the privilege of managing over of £3.2bn of client assets. Credo Wealth is majority owned by senior management, many of whom have been with the group for more than ten years and as such our owner managed culture puts the client at the heart of every decision. We aim to provide our clients with a personal service and to build relationships based on trust. We believe wealth is created and preserved by following a patient and disciplined investment strategy that is focused on the long-term, keeping costs down and methodologies that have proven to be robust through a variety of market cycles.

Magus is a financial planning and wealth management business established over 20 years ago. Magus work with their clients to build a financial plan that link to their clients’ needs and goals: this maybe planning for their retirement, improving their portfolios tax efficiency and increasing income in retirement, reducing their inheritance tax burden or simply providing a second opinion on their current portfolio and financial plan.

Ruffer has been providing investment management services for institutions, pension funds, charities, financial planners and private clients, in the UK and internationally since 1994.

Their preoccupation is with not losing money, rather than charging headlong for growth. It’s by putting safety first that they have made good money for their clients, successfully navigating three major market corrections – the dot.com bust, global financial crisis and covid-19.

In all they do, they seek to be responsible investors, integrating environmental, social and corporate governance (ESG) issues into their investment process.

Kingswood began life in 2010 as primarily an investment management business and through a number of acquisitions of financial advice businesses we now provide clients with a fully integrated approach to their financial affairs.  Kingswood is a public company and our shares have been listed on the AIM market since 2014. We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

We do this by offering a highly personal service from our network of local offices around the UK. Our experts work with our clients over the long term to Protect and Grow their wealth through relevant and timely advice and the active management of their assets.

Tribe is the UK’s first dedicated impact wealth manager. Tribe was created in response to a significant increase in demand from wealth holders wanting to achieve financial returns and also to bring about positive change for people and planet. We offer discretionary investment management services through the construction of diversified, multi-asset portfolios which are risk managed and aligned to each client’s impact preferences. We’re a certified and award-winning B Corp, a global movement that believe business can be a force for good.

Blu Family Office is a London based Wealth Manager, founded in 2010 to manage the assets and affairs of a single family. Since then Blu has been mandated to help other investors to protect, grow, and pass on wealth to the next generation.

Blu ensures a strong alignment of interests by investing alongside their clients. They consider the unique circumstances of each client to engineer bespoke investment portfolios that best serve the stated financial goals and tolerances to risk.

Mole Valley Asset Management (MVAM) help you invest your savings by encouraging you to make conscious decisions about your money. They ensure information and opportunities are clear, transparent and easy to understand.

Based in Dorking, Surrey, they build bespoke investment portfolios to meet your future needs, working with investors large and small.

They ensure you get to know your Investment Manager, someone with experience and skills to invest directly into the markets and that you receive full access to them whenever you need.

EQ is based in the City of London. It was acquired in 2014 by John Spiers, founder of Bestinvest. Since then it has expanded significantly and now employs over 60 staff. The ambition of EQ is "to be the best, not the biggest". There is an overwhelming emphasis on high quality client service backed up by a top quality investment team.

Cazenove Capital offers a complete wealth management service, delivering tailored portfolio management, wealth planning, banking and lending services to private individuals, family offices, trusts and charities. As the wealth management business of Schroders, our significant family ownership and financial strength enables us to genuinely take a long–term view and focus on the needs of our clients. Each of our clients has unique financial requirements and objectives, but all have a common goal – to preserve and grow the value of their wealth. We believe that environmental, social and governance considerations are fundamental. We therefore incorporate sustainability factors into all our investment processes, while our dedicated sustainable portfolios allow clients to go further in aligning their investments with their values. We explore each client's needs in detail and advise them on the most suitable financial solutions for their particular circumstances. Our client communication and reporting is effective, clear, flexible and comprehensive.We also have efficient custody, administration and online reporting platforms which enable clients to centralise their financial affairs with us with confidence. Our headquarters are in London. We have regional offices in the UK, including Oxford, Manchester and Edinburgh. We have international offices in Guernsey, Jersey, Geneva, Zurich and Singapore. Cazenove Capital is a trading name of Schroder & Co. Limited.

WHIreland has a long history of working with and managing the wealth of a diverse range of private, charity, corporate and institutional clients. Our firm belief is to build long-term relationships based on trust whilst placing our clients’ needs at the centre of everything we do.

From our presence across the United Kingdom and internationally in the Isle of Man, our investment experts will work with you, and where appropriate your advisers, to fully understand your investment requirements. They are focused on providing a jargon-free service no matter how you wish your wealth to be managed.

Waverton (formally J O Hambro Investment Management) was founded in 1986 and is an independent owner-managed boutique. Since its inception Waverton has grown organically, attracting some of the most experienced investment managers to join its team. Our investment team covers all aspects of discretionary portfolio management with private clients being the bedrock of our business. Waverton was established specifically to provide private individuals with an investment service which seemed to be rarely available: a dedicated personal investment service from talented individual experts.

Walker Crips predecessors first bought and sold shares for clients on the London Stock Exchange in 1914. Through acquisitions, the company can now trace its roots as far back as the 18th century, making it one of the City of London's oldest independent companies. A holistic wealth management service with life stage planning to suit client's needs, their financial planning process is complemented by investment management solutions.

Union Bancaire Privée’s Private Banking specialists provide comprehensive advice to a sophisticated and international clientele. Founded in 1969 by Edgar de Picciotto, UBP specialises in private banking and asset management. With a Tier-1 capital ratio of 28%, it is one of the most strongly capitalised, independent private banks. At UBP we are dedicated to a single goal: providing outstanding investment solutions focused on capital preservation and strong performance. Our wealth and estate planning specialists are available to private clients who want to ensure wealth protection and see their wealth grow, confident in the knowledge that they are in safe hands. With our head office in Switzerland and offices around the world in Europe, Asia and the Americas, UBP are well placed to provide a high level of service.

Tilney Group is a large financial planning and investment company that builds on a heritage of more than 180 years. With wealth managers and investment advisers operating in nearly 40 locations across the UK, they currently manage over £20 billion for their clients.

Part of the Thomas Miller Group that was formed in 1885, Thomas Miller Investment has a rich history of high quality investment management spanning many years and today we are a leading investment manager for private and institutional clients. We specialise in outcome based, longer-term investment strategies focused around the investment objectives of each client. We offer tailored investment solutions for UK and internationally based clients through both onshore and offshore discretionary investment management services.

Banque SYZ & Co's continued growth helps to confirm the quality of its private banking. SYZ & Co never forgets that a private bank's raison d'être is to deliver the best possible return on your assets in combination and considering the objectives you have set. We are asset management specialists and we focus on this target. It's all demonstrated by the results we have achieved in all market conditions and over extended periods. In fact we are so confident in our ability to ride financial storms that we link our fees to our performance.

The St. James's Place Wealth Management Group offers a wide range of high quality wealth management services to businesses and individuals. With £150 billion funds under management, we are well established as one of the UK's leading wealth management organisations. At the heart of our business is the St. James's Place Partnership, which brings together some of the most experienced, able and highly-regarded professionals working in financial services, with an average of 17 years in the industry.

Founded in 2008 we are a discretionary investment manager totally focused on meeting our clients’ individual investment goals covering wealth preservation to wealth generation. We select funds and securities from the whole of the market and manage substantial investments for private clients, charities and pension schemes. We’ll work closely with our clients to understand their financial position and goals and how these may alter in the future. We look after investments across asset classes with the strategies suitable to achieving your personal objectives with pre-agreed risk parameters.

Standard Chartered is an international financial institution with private and retail banking at the core of its services. Through their network of 1,700 branches, offices and outlets in more than 70 countries and they work closely with clients in local markets, with a particular slant towards the emerging markets of Africa and Indo-Asia.

Signia is a wealth management firm specialising in strategic wealth management for individuals, families and trusts. At Signia, we put clients at the centre of everything we do. Our services are designed to make life easier for you. Our main objectives are not only preserving wealth but also growing it in a risk controlled way, maximising the real return on your assets.
We will look to balance the long term goals ,around capital growth and income, with a sensible level of risk suitable for your circumstances.
We also provide a range of complementary services aimed at catering for your broader financial needs.

SG Wealth Management was founded in 2001, from the outset our conviction and ethos led us to promote a business model which was at the vanguard of positive change in investment management and financial services, voluntarily adopting a client-centric, advice-led proposition entirely free of commission bias. We take great care of your investment portfolio because we take great pride in caring for you as a client, our business success is founded upon it.

Founded in the aftermath of the 2008 financial crisis with a desire to offer UK investors simple and transparent investment solutions, SCM has an established five year track record of managing passive investment portfolios. Many of the smartest academic minds, experts, analysts and fund managers did not predict the large losses of the last financial crisis. So beginning with a blank sheet, reviewed everything, as well as taking into account human nature and concluded that the most common-sense way to invest involves a belt and braces approach that balances Cost, Risk and Returns.

Saltus is an independently owned investment management company, established in 2004. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, after tax, fees and inflation. We manage portfolios with no built in bias to any asset class and no fixed benchmark. Each portfolio is managed against a strict risk budget. We decide which asset class to invest in and implement this decision by selecting specialist managers who are world leaders in their chosen area of expertise. Our clients are private clients and family groups investing their pensions, trusts, investments and ISAs. We invest alongside our clients and would never do anything with your money that we do not do with our own.

RBC Wealth Management has been helping to build and preserve its clients’ wealth for more than 100 years. One of the world’s top 10 largest wealth managers, RBC Wealth Management offer the discipline, strength and stability of Canada’s largest bank. RBC has been named “Safest Bank in North America” and the tenth safest bank worldwide by Global Finance. Services include investment management, trust and estate planning, credit solutions, private banking, asset management and more.

Rathbones began life as a family business and is now part of Rathbone Brothers Plc, a FTSE 250 listed company. Responsible ownership has been an enduring strength. Many of our employees are also shareholders; being part of Rathbones is more than a job for them.

From the highly qualified and capable people who look after you and your money to the efficiency of our administration and reporting, everything we do is designed to provide you with investment management of the highest quality.

Our principal subsidiary, Rathbone Investment Management Ltd (RIM), provides bespoke discretionary investment management services to private clients, professional intermediaries, charities and trustees. Rathbone Investment Management Ltd provides investment services to over 47,000 clients including private investors, charities and trustees.

Rothschild & Co’s Wealth Management business provides a range of services to some of the world’s most successful families and entrepreneurs. We advise our clients on all their financial and non-financial wealth, constructing portfolios to grow in value over time, outpacing inflation and avoiding large losses along the way. Our ‘wealth preservation’ approach, coupled with the stability and independence that comes with two centuries of family-controlled ownership, makes us an enduring home for our clients’ assets.

In today's complicated world, it’s a simple fact that we need to make our investments work as hard as possible to achieve our financial goals for our families. With world markets and economies constantly changing, it has never been more important to seek the help and guidance of investment professionals with the necessary expertise to help maximise returns and manage your risk. To make things simple, we offer a choice of five growth and three income portfolios. They are actively managed by a professional team with many years of experience managing client assets.