Wealth Management

We provide a truly bespoke wealth management solution designed to meet your individual needs and aspirations. We will create a personalised assessment of where we believe Wealth Management Advice is appropriate.  Our Wealth Management Service provides a bespoke set of recommendations, ranging from investments, to retirement planning and complex tax structuring. Where we are different is our ability to access 40 plus Private Banks throughout the world giving us access to investment and banking services not readily available in the high street.

Investment Management Services

  • Advisory & Discretionary portfolio management
  • Passive investment solutions (Tracker Funds/ETFs)
  • Multi Manager & Fund of Funds
  • Absolute return & Hedge fund strategies
  • Structured products, Venture Capital Trusts (VCTs) & Enterprise Investment Schemes (EIS)

You should remember that the value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested. VCTs & EIS are high risk investments and there may be no market for the shares, should you wish to dispose of them. Your capital is at risk.

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