IW&I is one of the UK's leading investment management companies. We have worked closely with clients and their trusted advisers for many years - be they individuals, companies, trusts or pension funds. Our bespoke service is highly flexible and can be applied to almost any investment medium, including ISAs, offshore bonds, pension funds, charities and trust assets. We believe that a personal touch and high quality service are paramount and our nationwide presence allows us to extend that offering to our clients across the UK.
| Portfolio types | Bespoke |
| Composition | Mixed, sustainable / ethical |
| Investment classes | Equities, ETFs, hedge funds, FX, funds, bonds, structured products, private equity, commodities |
| Contact person | Investment manager |
| Min. account size | £2,000,000 |
| Contact person | Investment manager |
| In-house service | |
| Services | Inheritance planning, retirement planning, trusts, offshore structures, financial planning |
| Charging structure | Within account fee, flat fee per service |
| Portfolio lending |
| Ethical investing | |
| Philanthropy |
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