Preserving and growing your wealth to give you financial security now and in the future requires an approach to investment that is as individual as you are. Whether you’re looking to generate income, preserve capital or safeguard your assets against inflation, a properly diversified investment portfolio can help meet your needs.
Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach. We take the time to get to know you and fully understand your priorities and attitude to risk before building a portfolio unique to you.
Meeting your needs
The core of our service is discretionary investment management of bespoke diversified portfolios. This gives you the peace of mind that your portfolio is being expertly managed on your behalf within agreed parameters carefully matched to your objectives.
Taking time to understand your situation is at the heart of our approach. Your investment manager will help define your objectives, taking into account your current, short-term and long-term requirements. We will construct a portfolio to suit your current needs but recognise that circumstances can change and maintain the necessary flexibility to reflect this.
You will have direct access to your investment manager and the team who help manage your portfolio. This means you can always pick up the phone to someone who will be familiar with your investments.
We are an independently-owned company, majority owned by our partners, staff and former employees. So our interests are closely aligned with yours. We take personal pride in maintaining and building your wealth – often across several generations.
We have been managing our clients’ portfolios for over 100 years, and our independently assessed track record over the last 12 years shows our success in consistently adding value in rising and falling markets.
We will work closely with your other professional advisers where required to help ensure you receive a co-ordinated service.
In Family Wealth Management Autumn 2016: Brexit impact on Austerity; changes for property owners; fixed protection pensions; later life planning; tax efficient investments
Private client wealth management brochure
Our focus is on preserving and growing our clients’ wealth by providing experienced investment management, which is precisely what we’ve been doing for over 100 years.
International client indices
The S&W International Client Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect the movement of the indices exactly.