Performance

Bespoke solutions tailored for a perfect fit

• The advice and guidance we give you is based on a comprehensive analysis of your overall financial situation, including that of your family and business. Our highly qualified team of experts will work with you to define your priorities and goals and then identify exactly how they will be achieved.

  Our dynamic management of your affairs means that all aspects of your life from your business shareholdings to your investment portfolios, and your tax and estate planning, will be kept under constant supervision to reflect any changes in your circumstances.

  Private Label Wealth will provide:

  • An Objectives Roadmap, which will set out the current status of your personal affairs and business interests, highlighting interdependencies between them and identifying priorities and long-term goals, and how they will be achieved.
  • Dynamic net worth statements, illustrating clearly how personal and business assets and liabilities can change from month to month.
  • Ongoing investment portfolio valuations and assessments, as well as quarterly market and economic commentaries.
  • Regular Face-to-face reviews.

Outstanding service: joined-up, efficient and always available

• Our aim is to foster close, productive, long-term relationships with each of our private clients. As such, Private Label Wealth recognises the crucial importance of providing you and your family with unrivalled levels of service and attention.
  Your calls will not be screened or routed through a call centre: you will deal directly with a named Wealth Adviser who has a deep, up to date understanding of your affairs, and who will welcome – and respond promptly to – any contact that is made. As far as we are concerned, there is no such thing as out of hours.
  Private Label Wealth will establish ongoing liaisons with each of your professional advisers, from lawyers and accountants to trustees and private banks.

We integrate Investment management into our comprehensive offering

• We believe that an integrated approach to Wealth Management is the most effective way for you to achieve your financial goals and lifestyle aspirations. Private Label Wealth’s Investment program is a central part of our integrated wealth management offering. The same bespoke approach we take for our advisory, fiduciary, tax structuring and wealth planning is reflected in our investment proposition which is tailored to both an individual and their family’s needs.

  Our in-house team implements smart investment strategies that are tailored to your risk profile and long-term financial objectives.

  Our Group investment committee comprises senior investment professionals with an average of 25 years’ experience in financial markets and is aligned with the long-term interests of our clients.

  Our investment process is underpinned by comprehensive empirical research, disciplined qualitative judgement, sophisticated quantitative analysis and expertise from our world class strategic partners. Our integrated approach enables us to be laser focused on our primary goal: to deliver successful financial outcomes for our clients.

How we manage your money

• Partnerships with best-in-class institutions and leading professionals

  Private Label Wealth will work on your behalf with some of the UK’s leading practitioners in fields such as tax, law and international estate planning. In addition, you will also benefit from the strategic partnerships that we have established with a number of highly respected and world-renowned financial institutions encompassing market research and analysis, share dealing and custody services, private banking and specialist lending facilities – all typically on preferential terms that benefit you and us.