PWM Private Office
Dedicated service for UHNW Individuals and Families
A broad wealth management service supporting and advising on a wide range of needs:
Strategic planning, monitoring and reporting; asset allocation, tax planning
and truly independent investment management
We provide oversight of your entire wealth management position, coordinating each part to ensure you have the right financial strategy in place to suit your very individual needs.
Our goal is to help you preserve, enhance and accumulate your wealth throughout your family's lifetime.
We are privately owned and offer a fully "Independent" as opposed to a "Restricted" financial advice service.
Core to our offering is our unrivalled approach to investing with absolute independence of any group or bank. Believing that one size does not fit all, our investment strategy can be tailored to suit your precise needs dependent on your own personal objectives, risk profile and time horizon.
Independence comes from outsourcing the selection of Discretionary Fund Managers (DFM) to a leading independent research organisation that carries out extensive due diligence on DFMs and produces quarterly benchmarks against which individual managers can be measured.
Diversification across managers and asset classes helps reduce overall portfolio risk.
PWM Private Office encompasses:
- Your own dedicated PWM Partner and Support Team
- Access to a well established network of other professional advisers
- A strategic financial plan taking into account all inter-generational needs
- The ongoing strategic review and co-ordination of your total wealth position
- Your own Unique Investment Strategy
- Your own Tax Optimisation Strategy
- Wills, Trusts and Estate Planning
- Property search, sourcing and financing
- A dedicated, discrete, confidential and responsive service at all times.
For an introductory meeting without obligation, please contact Partner & Head of Private Office – Tim Davies.