At London Wealth Management we aim to protect and grow the wealth of our clients through tax efficient financial planning and discretionary investment management.

We offer a fee based, independent service to private individuals with investable assets typically in excess of £500,000.

Our trading partner is Raymond James Investment Services (RJIS) who provide the administrative support for our investment management service.

London Wealth Management is committed to delivering a transparent, evidence-based approach to managing assets. We are permitted to trade within portfolio mandates agreed with each of our clients. Our trading decisions are determined by a Strategic Asset Allocation policy, which is defined and adjusted every quarter by an Investment Committee with access to expert analysis from a number of globally renowned research houses.

Whilst we are cautious in our strategy, our independence and size gives us the flexibility to react quickly to changing market conditions, ready to exploit pricing anomalies, trading patterns, corporate actions and wind ups. We also source trading opportunities across all asset classes and investment vehicles through a diverse and long standing network of industry professionals. In a world of increasingly volatile markets where past performance is an uncertain guide to future returns, our strategic, active and research-based approach to investment management is essential to protecting the wealth of our clients.