W1M in Scotland
With many decades of combined experience and knowledge, we have been dedicated to helping individuals and families grow and preserve their wealth. From the very beginning, we prioritise your goals and aspirations, crafting a personalised wealth plan and investment strategy that aligns with your unique circumstances and values as they evolve. With offices in Edinburgh and Glasgow, we are well-positioned to support clients across Scotland and beyond.
One home for wealth & investment management
Our offering has been shaped by the needs of our clients, designed to meet the evolving complexities of managing wealth. 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 planning
A dedicated adviser works with you to identify your short and long term goals, assess your financial situation and risk tolerance, and translate that into a comprehensive strategy. This includes lifetime cash flow modelling, tax structuring, estate considerations, and ongoing review.
Investment management
Dedicated portfolio managers will work with you to establish a personalised, long-term investment strategy that aligns with your overall wealth plan. Our global, active, and direct investment approach is designed to be tax-efficient and tailored to your individual preferences.
