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

SG Wealth Management

  • Min. account size

    £1,000,000
  • Company type

    Wealth Managers
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    Boutique
  • Founded

    2001

SG Wealth Management Factfile

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.

Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, tracker, mixture, ethical
Contact person Relationship manager
Fee structure Annual fee
Min. account size £500,000
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Retail banking
Ethical investing
Philanthropy

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