Find a Wealth Manager

Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK
Amicus Wealth
  • Min. account size

    £50,000
  • Company type

    Financial Advisor
  • Ownership

    Private
  • Size of wealth manager

    UK Wide
  • Size

    UK Wide
  • Founded

    2014

Book a call with us

One of our team will give you a call at the time selected to discuss your situation and make the introduction to this Wealth Manager on your behalf.

You can request a call back to get introduced to this wealth manager, without obligations

 

Amicus Wealth Factfile

Amicus came into being because we believe in a refreshingly different approach to financial planning (and our clients agree). Fundamentally, we believe it’s about making sure your money can help you to do the things you want to. Our aim is to be seen as a highly professional and experienced City firm, providing leading edge, yet proven solutions for our clients – delivered in a relaxed and friendly style.
Most of our clients prefer to see us at our offices in Moorgate, London. That said, we also can visit them at their place of work or via video.

Advisory Investment Management

Discretionary Investment Management

Execution-only Services

Wealth Planning

Other Services

Adam & Company
  • Min. account size

    £500,000
  • Company type

    Private Bank
  • Ownership

    Listed group
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    1983

Book a call with us

One of our team will give you a call at the time selected to discuss your situation and make the introduction to this Wealth Manager on your behalf.

You can request a call back to get introduced to this wealth manager, without obligations

 

Adam & Company Factfile

Adam & Company is a private bank, providing a broad range of products and services to their clients, all backed by a commitment to excellent service. Adam & Co. aim is to provide exceptionally high standards of service, attracting people who lead busy lives and are looking for active, careful management of their financial affairs. Their clients include UK residents, expatriates and UK nationals domiciled abroad. They also serve a number of private companies, trusts and charities.

Financial Planning

Discretionary Investment Management

Advisory Investment Management

Lending

Execution-only Investing

Other Services

Arbuthnot Latham Private Bank
  • Min. account size

    £500,000
  • Company type

    Private Bank
  • Ownership

    Private
  • Size of wealth manager

    Small
  • Size

    Global
  • Founded

    1833

Book a call with us

One of our team will give you a call at the time selected to discuss your situation and make the introduction to this Wealth Manager on your behalf.

You can request a call back to get introduced to this wealth manager, without obligations

 

Arbuthnot Latham Private Bank Factfile

Established in 1833, the Arbuthnot name has a long history in serving clients. We can help you achieve your goals through an unwavering focus on your life, your family and your business. This is accomplished by building a strong and meaningful relationship based on trust, both personal and professional in nature.
Our clients value our close relationship ethos, our banking and lending and wealth management capabilities, clear focus on delivery and dedicated personal service. Many clients move to us from large banks in search of a more personal and more tailored service.
With offices in London, Bristol, Exeter and Manchester, we offer a full range of private and commercial banking solutions, wealth planning and investment management.
Wherever you are in life, a tailored plan can help you feel in control, leaving you more time to spend on the activities you enjoy and with the people you love. Our highly qualified and experienced advisers can determine the right wealth planning strategy specifically tailored to your needs. Using modern technology, we can map alternative strategy options to visualise how you might manage your wealth over time in a way that meets your needs now and in the future. We offer our wealth planning service on a restricted basis.