Wealth Management


Bespoke advice, services and products to help you plan and invest wisely…


Wealth Management

Wealth management is an investment discipline that incorporates general financial planning and investment portfolio management.

A wealth management client is likely to have accumulated a significant level of liquid assets (or have a commitment to doing so), for wealth management strategies to be effective.

For many, preservation of wealth already created is an important consideration and some clients simply seek a return which is better than that available from cash with the sole aspiration of keeping up with inflation. Others invest for income, growth or a combination of both.

A wealth management client would normally expect a greater level of bespoke advice, service and product offering than is offered to more mainstream clients.