The right guidance at the right time
We work with high-earning individuals across the legal, finance and consulting sectors as well as senior leaders at some of the world’s most successful businesses.
Wealth Management for Professionals
Wealth management is not just about accumulating assets; it’s about strategically allocating those assets to work for you.”
Establishing a plan
Whether you are a self-employed partner or a corporate leader, we are experienced in creating plans to maximise your earnings whilst understanding the potential nuances and complexities of your sector or profession.
Remuneration can come in many forms and include deferred compensation, stock options and carried interest. A strong financial plan is valuable for anyone but when navigating these complexities, a plan to maximise tax allowances, understand your cashflow and build your nest egg is a necessity.
A plan might include funding school fees, receiving an inheritance or passing down wealth to your children when the time is right.
Long-term investing
Accumulating a nest egg investment pot is critical when it comes to protecting your hard-earned wealth for your retirement, and also for generations to come. To do this, you will want to achieve inflation-beating returns over the long term. We believe the best way of achieving this is through our 'bottom-up' investment approach.
More than just investments
While investing is our core focus, our clients benefit from our broader approach to wealth management. We’re able to utilise in-house banking and lending capabilities to meet your short-term cash needs, particularly if you have unique financial circumstances.
A history of supporting professionals
We work with a wide variety of professionals including lawyers, barristers, accountants, consultants, private equity professionals and corporate leaders. To find out how we have supported these individuals, please see our case studies below.
Accountants
We provide tailored wealth management solutions for partners of the ‘big four’ and other leading accounting firms.
Private equity professionals
We assist general partners and fund managers within private equity and venture capital diversify their investments.
Corporate executives
We help directors and executives of FTSE 350 and large privately-owned companies achieve their strategic ambitions.
Ready to begin your journey with us?
Our Client Advisers are a great sounding board for all your financial questions. Below we answer some of the most common questions they have been asked.
Why is financial planning so complex for barristers?
Pension planning for barristers can be complex for several reasons. This can include variable income, self-employment status, professional expenses, uncertainty of retirement age, and legal and tax considerations. While leveraging tax relief on pension contributions can be financially prudent, it entails locking capital away until later in life. It's crucial to carefully assess the pros and cons involved.
What are Lombard loans?
Lombard loans can be arranged quickly with the funds used to finance investments, business plans or large purchases. They allow you to remain invested in the market rather than having to sell some of your portfolio and disrupting your strategy. Lombard loans from Rothschild & Co allow you to borrow money in cases where high street banks have found it difficult to lend. Find out more here
How much of my overall wealth do I want linked to my employer?
Many people don’t realise how financially dependent they are on their employer. Often, their employer is responsible for pension contributions, life insurance, income protection, as well as any private equity or discount equity opportunities. We can explore options to diversify investments and de-risk, whilst assessing the advantages.
Should I use a family investment company?
Family investment companies (FICs) can be seen as a useful way to achieve to pass on wealth to family members while retaining some control. They are a tax-efficient wrapper for investments and can form part of an inheritance tax (IHT) planning strategy. But there are some drawbacks users must also be aware of. Find out more here
How do I reduce the impact of capital gains tax?
Capital gains tax (CGT) is charged on many assets when you sell – it can reduce your overall return. Plan the timing of your sale and use tax reliefs to enhance your returns. The CGT tax allowance is £6,000 in the 2023-24 tax year and will fall to £3,000 in 2024-25. Always consult a tax adviser before making major financial decisions. Find out more here
UK wealth management insights
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Another debt ratio observation
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
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Inflation, stock valuations, AI FAQs
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.
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Hold and review: An approach for investments and tax
Insights
A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.