Personal wealth management
We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.
- You can be confident that we will work with you to build exactly the relationship you want
- We will always keep you informed about your portfolio and its performance
- We can discuss whether you want updates face to face, by phone or by email
- Your wealth is in specialist hands, as we focus on wealth management and financial planning
- We will design a unique portfolio that meets your individual needs and matches your attitude to risk
- We have a long track record of delivering consistent investment returns
Keeping you informed
We ended 2018 in a funk. Investors were beginning to panic that the global economy was entering a period of sharp downturn, the US yield curve was close to inverting, the Chinese economy seemed to be in trouble, Europe was back in the doldrums and President Trump had engaged in a trade war with China and, at the same time, shut down a big chunk of the US government.
Read more‘Diversity’ and ‘inclusion’ are no longer just buzzwords. In this article, Patrick Thomas, Head of ESG Investments explains why both can improve company culture, performance and even national GDP, and how we at CGWM assess D&I factors when investing on behalf of clients.
Read moreApril: the first full month of spring, and a great time for financial planning tips. With January’s resolutions now a distant memory, this is an ideal time to spring clean your finances, make use of new tax allowances and start the new financial year on the right foot.
Read moreLearn about wealth management
If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you.
Services for intermediaries
When you are choosing a partner to help you manage your clients' wealth, you want to be confident their investment process is rigorous, robust and trustworthy.
About us
We have successfully grown our business and reputation over the years. Now, in the UK and Europe - including our recent acquisition of Hargreave Hale - our investment professionals manage and administer over £23.8bn (as at 31 December 2018) of assets.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.