Protecting Your Money

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Your Benefits

Take The Stress Out Of Managing Property And Money

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Safeguarded With Leading Banks

Your Private Banker will introduce you to a dedicated investment advisor who will ensure you are backed by the full power of Barclays. And we will use our pioneering wealth philosophy (based on behavioural psychology) to better understand your risk appetite and preferences.

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Regulated By The Top Heritage Finance

You can choose how to invest with us. If you prefer to delegate investment management, we’ll create the right portfolios overseen by a dedicated specialist. If you'd like more control but to still be backed by our market-leading advice and support, then our advisory services could be for you. Alternatively, if you're a professional investor, you may want full control..

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Audited Regularly

You also have access to our expert Wealth Planners and partners, who will help to navigate the complex world of tax across different jurisdictions and asset classes.

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Extra-secure Transactions

There are many reasons why you may want to invest sustainably. It could be to align your investments with your organisational beliefs or you’re aware of the impact your capital can have in the world. Perhaps you’re thinking about intergenerational wealth or you recognise that sustainable investments should lead to relative outperformance over the long term..

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Data Protection

We manage sustainable portfolios for a broad range of clients, ranging in size from £5m to £500m. Our clients include large institutions, sovereign wealth funds, charities and not-for-profits, family offices and private clients.

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Dedicated Anti-fraud Team

Given their global diversification and non-thematic, quality investment style, our sustainable portfolios are widely used as a core investment allocation.

Connect Us

Sending International Business Payments or Sending Money To Family Overseas? Top Heritage Finance Are Your Fast And Simple Solution.

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