In an environment where short-term thinking often dominates, our long-term perspective to wealth management sets us apart. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Wealth Management - United Kingdom & Channel Islands
We work with the world's most successful entrepreneurs, families and charities to preserve and grow their wealth.
The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."
What we do
We look after your wealth as if it were our own, investing and advising you in the pursuit of your long-term goals.
Our Client Advisers are a great sounding board for all your financial questions. Below we answer some of the most common questions they have been asked.
What is wealth management?
The goal of wealth management is to help you meet your financial goals and achieve financial security. Many families and entrepreneurs aim to preserve and grow their wealth, in order to pass something on to future generations.
A wealth manager – or Client Adviser – is a professional who provides regulated financial advice to help you make informed investment decisions.
Is it worth paying a wealth manager?
Wealth managers charge a fee for their services, and overall charges will take into account the size of the portfolio and the number of transactions carried out.
While there is a cost to paying a wealth manager, their professional advice allows clients to make informed decisions about their wealth and often generates higher returns than going it alone. Client Advisers can also act as a sounding board for broader financial matters.
How much money do you need for a wealth management account?
The minimum amount of money required to use a wealth management company can vary significantly depending on the provider and the level of service offered. Some wealth managers are restricted to only the wealthiest individuals while others have lesser requirements.
The best way to find out if you are eligible to use a wealth manager is to contact the firm with details of your financial situation to see if you fit the criteria. Contact us if you would like more information.