ADVISORY


A collective of award-winning, independent and non-competing firms, our partners have been carefully chosen to create value across the breadth of a client’s wealth. Offering unique insight into private wealth across all sectors, their history and track record is unrivalled. Our unique model means that clients can quickly and easily ‘plug into’ the right expertise to achieve their goals. This page features the profiles of a selection of our advisors at the current time but by no means represents the full breadth of our network.


Intro

A Top 20 UK law firm, headquartered in London with offices around the world. Our global presence means clients benefit from our international networks and can take advantage of diverse cultural perspectives and extended jurisdictional reach.

Our services
  • Real estate
  • Private wealth
How we work

Our team of experienced lawyers and professionals are skilled at delivering intelligent, grounded and pragmatic advice to help clients to succeed in all aspects of their personal and business lives. Forming productive and long lasting relationships with our clients from
the start is integral to our approach; we set out to understand their needs and those

of their families and businesses, so we can be confident in giving the very best advice. Collaborative by nature, we welcome the opportunity to partner with other advisers,
and add real commercial value through our extensive professional connections.

Fiducia Wealth Management is a multi-award-winning financial adviser and wealth manager, offering independent, bespoke advice for private clients, businesses and trusts. We are proud to have been awarded Chartered status; one of only 900 such firms in our profession compared to 17,000 Chartered law and accountancy firms.

Our Services:
  • Financial planning
  • Tax planning
  • Investment management
How we work:

Fiducia translates broadly from Latin as confidence and trust, good faith and honesty, which are the core principles that define our service. Although historic by name, our commitment to providing up to date accurate and relevant advice to our clients is reflected in our success through either winning or being shortlisted for at least one professional award each year over the last decade.

Our passion is the delivery of clear and concise advice, which is free from jargon and written in plain English, so it’s detail and purpose can be readily understood. Many of our advisers are individually Chartered and hold specialisms in pensions, later life planning and discretionary investment management.

If you’re interested in finding out more Contact Us
Intro

With a heritage that dates back to 1771, we are one of the UK’s largest discretionary investment management firms, focused on providing and managing bespoke investment portfolios for private clients, trusts, charities and  pension funds.

Our services
  • Private banking
Our approach

Our investment managers are committed to building long-term relationships with

clients, founded on outstanding personal service and investment expertise. Our Investment performance is vital in developing long-lasting relationships with clients; as such, the

process is structured to build and preserve wealth over the long-term. Flexible and resourceful in approach, we provide clients with opportunities to review investments
and diversify their portfolio further through the use of alternative investments that are not necessarily correlated to the equity market.

Intro

We are a firm of solicitors that are skilled at looking after the interests of national and international families and their children. We advise in relation to all issues arising on relationship breakdown, whether our clients are married, cohabiting or in civil partnerships.

Our Services
  • Divorce
  • Financial resolution
    Pre-nuptial and marital agreements
  • Forum disputes
  • International enforcement
  • Child relocation
  • Child abduction
Our approach

Unique in providing a specialist and comprehensive international family law service to clients around the world, we take great pride in offering a high quality and personal service. Our  approachable and discreet approach enables us to deal with complex issues in a sensitive way. Our  expert  team includes specialist accredited English solicitors, family and civil mediators, collaborative lawyers, arbitrators, Australian lawyers and mediators. Our partner, David Hodson OBE and various members of our team write the main practitioner’s handbook on International Family law.

Intro

SP Property Group was founded in 2006, and has since acquired some of the capital’s finest private residences and investment property on behalf of our clients, often before they were available on the open market. We also offer a comprehensive range of  property management services designed to maximise the return on an investment.

Our services
  • Buying
  • Rental and re-location
  • Property management
  • Block management 
Our approach

Good business requires responsive communication and action and this belief is central
to our approach. Extensive experience combined with a detailed knowledge of specific pricing in the market, means we can negotiate much more effectively than clients can independently. Our reputation for representing high-calibre tenants means that letting agents and landlords give preference to our clients; whether a landlord with a single property or a portfolio to rent, our ARLA Property mark-qualified account managers provide a comprehensive service tailored to a clients’ requirements. Our specialist lettings team ensures that the property is rented out quickly and that the best possible rental terms are negotiated.

Intro

An award-winning, multi-disciplinary accountancy firm with 62 partners and 500 staff supporting clients across multiple sectors, in the UK and internationally. As members of the global network Morison KSi (one of the top ten international accountancy associations), we have links to more than 10,000 leading professionals in 350 offices across more than 80 countries. We provide tax and financial advice for individuals, their families and businesses from cradle to grave.

Our services
  • Compliance for individuals, corporates, trust and estates
  • Tax planning for individuals, companies and other entities
  • Bespoke advice and support
Our approach

Clients value our  partner-led approach in an increasingly impersonal world. Offering a truly bespoke service tailored about the unique needs of an individual, we will structure and support everything from school fees planning to business start-ups, employee incentives, moving to or leaving the UK, business succession, inheritance tax mitigation, later life planning and care funding. Our job is to de-mystify a complex business, provide support, add value and act a trusted adviser, often working alongside other professionals, internally and externally.

Intro

It doesn’t need to be complex, but the reality is that planning and investing for your family and future often is. We set up Seven Investment Management 17 years ago as we couldn’t find an investment management service we’d be happy to use ourselves; one that aimed for more stability and predictability and explained things in simple, straightforward language. We invest in our own portfolios, so our family money is in the same place as yours. We now look after around £14 billion of clients’ money, as well as our own.

Our services
  • Investment management
Our approach

Our  common sense philosophy underpins everything we do and the service we offer our clients. We pride ourselves on how well we get to know our clients so the whole process starts with us establishing a clear understanding of you, your personal situation, your wider family , existing investments and aims, your attitude to risk and what you want to achieve in the long term. We  then work with you to make the most appropriate decisions, explaining what you could realistically expect your money to do. Whilst your finances are unique and need their own solution, they’ll be managed using the same robust investment process that aims to create more stability and predictability over the long term, whoever you are.

Intro

A boutique, independently owned private bank that works in partnership with clients to help them achieve their financial goals. Offering private and commercial banking, comprehensive wealth planning and an investment management service, we believe in a truly tailored experience that adapts over time to support our clients’ wealth journey. We have offices in London, Manchester, Bristol, Exeter and Dubai.

Our services
  • Private banking
  • Wealth planning
  • Investment management
  • Commercial banking
Our approach

Our Private Banking teams have sector unique specific experience, ensuring a deep understanding of the industries our clients operate in. Our Wealth Planners work with you to develop and execute a bespoke wealth plan, including retirement, estate and succession planning as well as insurance and tax planning issues. Highly diversified multi-asset portfolios are managed under our Investment Management team’s discretion who strive to deliver risk-optimal post-tax returns using a wide choice of management styles. We also offer full Commercial Banking to independent owner-managed businesses, providing a range of bespoke lending facilities, deposit and FX management, a suite of Visa Card products and money transmission services all supported by online banking and commercial banking experts.

Intro

A security risk consultancy that focuses on both private and corporate client work. With a  reputation as the ‘go to’ security advisors, we have become a lynch pin for many private clients and their families, offering clients an impressive depth and breadth of experience that rivals that of the largest and best known firms.

Our services
  • Security risk consultancy
Our approach

Our many years’ experience has taught us to listen and absorb even the smallest of details, ensuring total alignment with every client. Actively seeking to build and maintain trust, our role  with any client is to provide total assurance, support the private life or business activities of individuals and the business operations of corporate clients.

Intro

Founded in 1986, Waverton Investment Management is an independent discretionary investment management house, dedicated to providing a high quality service for private clients, charities and institutions. We are based London’s West End and employ over 100 members of staff including 42 investment professionals. As at 31st March 2019, we had approximately £5.7 billion of assets under management.

Our services
  • Portfolios covering a variety of risk profiles, asset classes and in multiple currencies
  • Directly invested global securities or third party funds
  • International trusts established in offshore jurisdictions
  • Portfolios for UK Resident Non-Domiciled individuals including US citizens
  • Private family funds and other family investment vehicles
  • Responsible Investing portfolios
Approach

Our principal aim is to generate attractive real returns for our clients over the long term, using an active, flexible approach through segregated portfolios or specialist funds.  We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in individual stocks, funds, fixed interest or alternative asset classes.

Intro

Since 1997, Chapel & York has been helping to facilitate international philanthropy and fundraising.  Comprised of a team of fundraisers, lawyers, accountants, event managers, public relations professionals and account managers, our extensive range of skills and knowledge of cross-border activities enables us to deliver on each element of an organisation or donor’s international journey.  

Our services
  • Managing international philanthropic programmes
  • Legal consultancy around philanthropy and fundraising
  • Liaising with charitable recipients
  • Developing fundraising programmes
  • Managing international events and PR campaigns
Approach

We specialise in working with philanthropists with international interests and families. Working closely with donors and their advisors, we define their philanthropic interests
and create a detailed and bespoke programme and provide ongoing programme and organisational evaluation moving forward. We also work directly with organisations,
helping them develop their international programme, review countries under consideration, and provide an engagement strategy that includes fundraising, media and legal entities. Our worldwide network is made up of expert local teams who provide effective on-the-ground services such as event management, PR, grant applications, bespoke donation stewardship programmes, and generally represent our clients in a specific country.

Intro

With decades of experience in foreign exchange and independent financial advisory services, Aston Currency Management are specialists in their field.

Our services
  • Deliverable transactional currency exchange
  • International payment provider 
Approach

Our aim is to become your trusted partner by providing a personalised currency strategy that is tailored to your unique requirements. Through a range of risk management solutions and practises, we offer clients a modern and tailored service underpinned by transparency, attention to detail and sustainability.

If you would like to discuss your goals
please get in touch

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