Wealth Management

A selection of some of our clients

  • + ACPI Investments
  • + Affinity Private Wealth
  • + Albert E Sharp
  • + Algebra Capital
  • + Alliance Trust
  • + Anacap Financial Partnership
  • + Anchura Partners
  • + Arbuthnot Latham
  • + Ashcourt Rowan
  • + Baigrie Davies
  • + Baird & Co
  • + Bellecapital
  • + Bestinvest
  • + Brewin Dolphin
  • + Bridport & Co
  • + Broadstone
  • + Brooks Macdonald Asset Management
  • + Brown Advisory
  • + Canaccord Genuity
  • + Capital Group
  • + Cavendish Asset Management
  • + Cazenove Capital Management
  • + Cerno Capital
  • + Chase De Vere
  • + Chelverton Asset Management
  • + Citibank
  • + City Asset Management
  • + Close Asset Management
  • + Collins Stewart Wealth Management
  • + Dart Capital
  • + Dion Global
  • + DPZ Capital
  • + E.I Sturdza Investment
  • + ECU Group
  • + EFG International
  • + Ermitage Global Wealth Management
  • + European Investment Management
  • + European Wealth
  • + Evercore Partners International
  • + Fisher Investments Inc
  • + Fortress Investment Group
  • + Future Capital Partners
  • + GAM
  • + Genedon Asset Management SA
  • + Goldman Sachs
  • + Greystone Financial Management
  • + Hargreave Hale
  • + Hassium Asset Management
  • + Heartwood Wealth Management
  • + HSBC Private Bank
  • + Ingenious Asset Management
  • + International Asset Monitor
  • + Investec Wealth & Investment
  • + Investment Quorum
  • + IPS Capital
  • + J Rothschild Services
  • + JM Finn
  • + LCF Edmond de Rothschild Holdings
  • + Lincoln Private Investment Office
  • + LJ Athene Investment
  • + London & Capital
  • + London Wall Partners
  • + Lord North Street
  • + Lothbury Investment Management
  • + Maseco Private Wealth
  • + McInroy & Wood
  • + Merrill Lynch Wealth Management
  • + OCM Wealth Management
  • + Odey Wealth Management
  • + Oxbridge Private Wealth Management Inc.
  • + Partners Wealth Management
  • + Peak Investments
  • + PFP Group
  • + The Private Office
  • + Prospect Wealth Management
  • + PSigma Investment Management
  • + Quilter Cheviot Asset Management
  • + Quilvest
  • + Rampart Capital
  • + Rathbone Brothers
  • + RBC Wealth Management
  • + Rothschild
  • + Rowan Dartington
  • + Ruffer
  • + Sand Aire
  • + Sanlam Private Investments
  • + Sarasin & Partners
  • + Saunderson House
  • + SC Davies & Co
  • + SCM Private
  • + Smith & Williamson Investment Management
  • + Spiers & Jeffrey
  • + St James's Place Wealth Management
  • + Standard Life Wealth
  • + Stanhope Capital
  • + Stenham
  • + Stonehage Fleming Family & Partners
  • + Swiss Life
  • + TD Direct Investing International
  • + Thesis Asset Management
  • + Thomas Miller
  • + Thurleigh Investment Managers
  • + Towry
  • + Unigestion
  • + Veritas Investment Management
  • + Vestra Wealth
  • + Walker Crips Group
  • + Waverton Investment Management
  • + Wellian Investment Solutions
  • + WH Ireland