Wealth management for individuals & families
We help individuals and families protect, grow and simplify their wealth through personalised financial planning and investment management. Working closely with you, our experienced advisers create tailored strategies that reflect your goals, priorities and long-term aspirations.
How we work:
- A dedicated wealth adviser will create a wealth plan aligned with your and your family's individual objectives and priorities
- Dedicated portfolio managers will establish a personalised long-term investment strategy to implement your wealth plan
- Our reporting service will give you a single view of your consolidated investments
How we work:
- A dedicated wealth adviser will create a wealth plan aligned with your and your family's individual objectives and priorities
- Dedicated portfolio managers will establish a personalised long-term investment strategy to implement your wealth plan
- Our reporting service will give you a single view of your consolidated investments
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 Planning
A dedicated wealth manager will create a personalised wealth plan aligned to your family’s goals and priorities. By understanding your objectives, finances, risk tolerance and preferences, they provide lifetime wealth and cash flow modelling, tax-efficient structuring, and regular reviews to keep your plan on track.
Investment Management
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 Reporting
Our reporting service gives you a single, consolidated view of your investments across the UK and Europe, with jurisdiction-specific and tax reporting. You'll also have secure access to a client portal, app and flexible 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
Speak to us
From your first conversation, we'll make sure you're connected with the right expert for your needs. With specialists across a wide range of wealth management services, we're here to provide the expertise you need. Georgina Daniell, our Client Experience Manager, will be your first point of contact, ensuring your enquiry is directed to the most appropriate member of our team.