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Private individuals

The first thing we do is listen and learn about you

Working with private individuals
Get in touch

You will have access to experts, who will invest the time it takes to understand you, your financial position and your hopes for the future. Our recommendations will be clear and realistic about what is achievable and what is advisable.

You will have access to tailored portfolio management and wealth planning, together with banking and treasury services.

Creating a plan for your financial future and putting it into practice…

Each person’s requirements are different and you may need only specific services from us, but in most cases, our clients approach us for help on planning and implementing a strategy that can meet their wider goals. Here are some of the steps you can expect from us:

  • We carry out an in-depth review of your financial circumstances, objectives and risk tolerance. We will also ask whether you want your investments to reflect specific personal values in relation, for example, to environmental or social factors.
  • We can recommend and establish the most tax-efficient structures through which to hold your assets.
  • We recommend an appropriate long-term investment strategy to match your financial objectives and risk tolerance.
  • We select the most suitable investments within each asset class.

…and ensuring it continues to serve you well into the future

We will monitor and re-balance your portfolio to take advantage of shorter term shifts in the economic cycle as well as accommodate change and the unexpected. We will report to you regularly and work with you and your family to adapt your portfolio as your circumstances change to ensure you are always on track to achieve your goals.

Case studies

CASE STUDY

Helping a couple draw income from their investments in retirement

We recently started working with a couple who wanted advice on how to use their investments to fund their retirements. The couple hold assets in a SIPP as well as ISAs and taxable investment accounts.

Read more

CASE STUDY

Helping a retired couple with a UK property purchase

Our clients were looking to downsize to a smaller property and had found the perfect one at an attractive price. They were not, however, ready at that point to sell their current primary residence. Our banking team was able to arrange a loan secured against the investment portfolio we manage within a matter of days.

Read more

Your priorities

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Sustainability

Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.






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Retirement

To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.





 

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Realising the value of your business

If you’ve built and managed a successful business, you’ll know the importance of planning.





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Investing for many members of your family

There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.

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Effective philanthropy

We can help you ensure your success and wealth will make a difference to those causes you are passionate about.

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Investing a lump sum

Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?

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Income from your investments

Generating a regular and reliable income from your investments.

 

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Living across borders

How many countries do you call home? How many currencies do you regularly spend in?


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Latest insights

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Contact a member of the team

To discuss your wealth management requirements, or to find out more about our services, please contact us or leave your details here and we can contact you.

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Simon Barker

Email Simon
+44 20 7658 3100

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Annabel Hornsby

Email Annabel
+44 20 7658 2211

  • Your priorities
    • Sustainabilty
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events
    • Webinars
    • Young investor webinar series
  • Contact us
    • Birmingham
    • Bristol
    • Chester
    • Edinburgh
    • Leeds
    • London
    • Manchester
    • Oxford
    • Other locations
  • Subscribe
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The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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