UK Clients
We specialise in delivering integrated wealth and investment management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families, helping them grow and preserve their wealth. We work in partnership with you and your professional advisers across the UK, Europe, and beyond.
What we do
Our approach focuses on your wealth in its entirety, integrating wealth planning, investment management and consolidated reporting, to ensure that our wealth management solution aligns seamlessly with your individual objectives and aspirations.
Wealth Planning1
A dedicated wealth manager will tailor a wealth plan to your family’s goals and priorities, understanding your short- and long-term objectives, reviewing your finances, risk tolerance, and preferences, and crafting a strategy for UK and European assets. This includes lifetime wealth and cash flow modelling, exploring tax efficiency and structuring opportunities, and conducting regular reviews to track progress and make adjustments as needed.
Investment Management2
Your dedicated team will design a personalised long-term investment strategy to implement your wealth plan, using a global, active, and direct investment approach. Investments will be structured for tax efficiency and tailored to your preferences, with access to expert insights and events throughout the year.
Consolidated Reporting3
Our reporting service provides a single, consolidated view of your investments across the UK and Europe, ensuring compliance with jurisdictional requirements and offering UK/Europe fiscal year reporting, including tax reporting. You will have anytime access to a client portal and app for all account reports, along with flexible investment reporting options.
At W1M, we work in partnership with you, guiding you every step of the way. We take time to listen and understand your objectives and aspirations to create a wealth plan and investment solution tailored to you.
Setting your objectives
Evaluating your current situation
Creating your wealth plan
Implementing your wealth plan
Ongoing review and reporting
