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”


Image

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-functioning independent Multi-Family Office and provides advice and services to families where there is a long-standing personal and professional relationship. As we have first-hand experience, we consider ourselves qualified to offer other families, (with possibly challenging ownership issues or complex asset structures), our advice. We believe our knowledge and ‘no hidden agenda’ approach exceeds that 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 advise and aim to protect. In accordance with regulatory requirements all client funds are managed by independent custodians in segregated accounts.