WEALTH MANAGEMENT

At Investment Advisory Group, we provide discretionary wealth management services focused on delivering personalised solutions for our clients. Through our various partnerships, we cater to private clients, family offices, financial advisers, accountants, solicitors, trustees, and charities. We offer a wide range of investment solutions that can be customised to meet specific requirements.

Our approach to wealth management begins with understanding our clients' long-term financial goals. Only after gaining this insight do we create tailored solutions designed to meet their expectations. While each client's needs may be unique, there are fundamental aspects of our service that remain consistent:

Investment Expertise: As part of Investment Advisory Group, we offer capabilities typically only available to institutional clients. We provide a comprehensive range of offerings, including sustainable, responsible, and ethical solutions, if that is a consideration for the client.

Exceptional Client Service: We recognise that clients require peace of mind knowing that their assets are managed diligently and effectively by a team of investment experts. To provide this reassurance, we are dedicated to delivering high levels of client service, with committed managers who keep their clients informed.

As members of Investment Advisory Group, our managers have access to unparalleled levels of expertise and insights from over 45 investment professionals. This not only contributes to delivering strong investment performance but also allows us to continuously adjust client portfolios as their needs evolve.

As every client's needs are unique, we aim to identify their priorities and financial objectives. Factors we consider include assets and liabilities, attitude to risk, return expectations, cash-flow requirements, investment horizon, and personal priorities. After discussing priorities and investment goals, we will propose a suitable investment solution. We strive to accommodate specific requirements in the final solution as much as possible. Over time, circumstances and financial goals will change, and we proactively work with clients to anticipate these changes and adapt their portfolios accordingly.