Wealth Management

WMG provides a full spectrum of wealth management and family office services, aiming to manage, protect and grow our client’s wealth.

“As a multi-family office ourselves we have first-hand experience and consider ourselves well placed to offer other family offices our advice and counsel, which goes well beyond that of traditional Trusted Advisors”

Alexander Shepherd - Head of Investor Relations

Our Wealth Management Service

    • Discretionary and non-discretionary accounts

    • Investment advisory and wealth structuring plans

    • Succession planning and asset protection products

    • Creation and administration of special legal entities

    • Referrals and access to trusted legal and tax advisors

    • Range of personalised and relocation client services

      Family Office Services

      WMG operates as a high level functioning independent Multi-Family Office and provides advice and services to families where there is a long-standing strong personal and professional relationship. As we have first-hand experience, we consider ourselves well qualified to offer other family offices, with possibly challenging ownership issues or complex asset structures, our advice which we believe goes well beyond the advice offered by traditional Trusted Advisors.

      Confidentiality and discretion are at the heart of the family office service we provide, we consider ourselves ‘gate keepers’ for the families we not only advise, but aim to protect. In accordance with regulatory requirements all client funds are managed by independent custodians in segregated accounts.

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      Alexander Shepherd

      Head of Investor Relations

      Alexander is responsible for driving WMG’s strategic direction and advancement, heading up Investor Relations he overseas selective marketing, communications with existing and prospective investors, fundraising activity and identifying aligned partnerships. He has almost 20 years of experience dealing with both U.K. and Overseas private clients and institutions, across real estate and financial services.

      From 2000 over a 7 year career as a Commercial Property Broker with  King Sturge, Strutt & Parker and Millar Kitching, Alexander was involved in close to £1bn of transactions, most notably acquiring a trophy office building in Glasgow for £45m and a £200m Office Portfolio for a Danish Fund. After 2 years running his start-up he moved into Private Banking, briefly with NM Rothschild’s Private Office then the Entrepreneurs Team at Coutts, where for over 5 years Alexander managed a private client portfolio of HNWI’s and family offices with a combined lending book of circa £200m.

      Prior to joining WMG Alexander worked at a start-up charitable foundation (founded by Sir Chris Hohn) where he focused on fundraising in the private sector, whilst also playing a more active role in the governance of his family business. A founder member of the ifb (Institute for Family Business) since 2001 and global chapter FBN (Family Business Network), Alexander remains an active member and sat on the NxG (Next Generation) Committee for 5 years.

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      Alexander Shepherd

      Head of Investor Relations

      Alexander is responsible for driving WMG’s strategic direction and advancement, heading up Investor Relations he overseas selective marketing, communications with existing and prospective investors, fundraising activity and identifying aligned partnerships. He has almost 20 years of experience dealing with both U.K. and Overseas private clients and institutions, across real estate and financial services.

      From 2000 over a 7 year career as a Commercial Property Broker with  King Sturge, Strutt & Parker and Millar Kitching, Alexander was involved in close to £1bn of transactions, most notably acquiring a trophy office building in Glasgow for £45m and a £200m Office Portfolio for a Danish Fund. After 2 years running his start-up he moved into Private Banking, briefly with NM Rothschild’s Private Office then the Entrepreneurs Team at Coutts, where for over 5 years Alexander managed a private client portfolio of HNWI’s and family offices with a combined lending book of circa £200m.

      Prior to joining WMG Alexander worked at a start-up charitable foundation (founded by Sir Chris Hohn) where he focused on fundraising in the private sector, whilst also playing a more active role in the governance of his family business. A founder member of the ifb (Institute for Family Business) since 2001 and global chapter FBN (Family Business Network), Alexander remains an active member and sat on the NxG (Next Generation) Committee for 5 years.