Investment management - Private client

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.

Peter  Fernandes

Peter Fernandes

Head of Private clients, Investment management

View profile

Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach.

Meeting your needs

 

Discretionary

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.

Bespoke

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.

Personal

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.

Independent

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.

 

Proven

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.

 

Coordinated

We will work closely with your other professional advisers where required to help ensure you receive a co-ordinated service.

 

How we can help

 

Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.

 

Our credentials

 

Respected

We are one of the largest and most respected independently owned private client investment managers in the UK.

Heritage

We have over a century’s experience in managing private client wealth. The family of our first-ever client remains a client today.

Experience

We have around £20.8 billion of funds under management and advice, the majority for private clients, as at 31 March 2019.

Scale

We manage a broad range of portfolios from personal savings to institutional-style mandates for wealthier families and charities.

 

Breadth

We have more than 170 investment managers, diligently catering for our clients’ individual requirements.

 

Stability

Low staff turnover – with many of our people working with us for 20 years or more – allows for the continuity of client/adviser relationships across many years.

 

Recommendation

Many of our clients rate us as excellent or above average at meeting their investment objectives.

 

Recognition

We have won numerous industry awards that recognise the excellence of our performance and service to high-net-worth clients.

 

Get in touch

 

 

Useful downloads

 

Compass 1030536133

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.

Globe Glass 47732974

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.

UK Flag Parliament Brexit 1920

GBP Strategy D client indices

The S&W GBP Strategy D 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 movement of indices exactly.

EU Flag 1920

Euro private client indices

The S&W Euro private 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.