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Erez Erlbaum

Partner

I started my career as a lawyer and spent five years at Clifford Chance advising institutions on lending and acquisitions. In that role, and later as an Investment Advisor at UBS for almost 10 years, I learnt the importance of building long-term client relationships.

By planning and prioritising financial security, I aim to ensure my clients make informed decisions and have peace of mind so they can do the things they love.

The pure investment independence at Partners Wealth Management also allows me to put my clients first and offer truly bespoke solutions, which leads to enhanced performance and improved risk management.

My clients are wide-ranging and include entrepreneurs, professionals, corporate executives and their families. I cover all aspects of wealth and investment planning for UK nationals and resident non-domiciled individuals (RNDs). This can involve international issues and, where required, I coordinate input from legal and tax specialists to ensure an optimal outcome.

I endeavour to understand a client’s specific circumstances so I can guide them appropriately. My work includes:

  • cash flow management;
  • deposit yield enhancement;
  • tax optimisation (including RND offshore arrangements and remittance planning);
  • private asset management;
  • mortgage sourcing and refinancing; and
  • succession planning.