List of Companies

Plurimi Wealth

  • Min. account size

    £500,000
  • Company type

    Investment Manager
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    Boutique
  • Founded

    2007

Plurimi Wealth Factfile

Financial markets are changing the industry landscape. Clients now demand greater value and transparency from their financial advisors. Plurimi Wealth helps clients better achieve sustainable value through complete alignment. Plurimi Wealth maintains a transparent pricing structure charged through client-selected custodian banks; delivering greater value without an overlay of additional cost to the client.

Contact person Investment manager
Fee structure Per trade, annual fee
Min. account size £500,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £1,000,000
Other finance Jet, yacht, art
Online dealing
Timezones UK, US, Asia
Margin accounts

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