Helping you fulfil your financial ambitions

Working with you

For those clients used to an advisory service, whereby they are involved in the decision making about the portfolio positioning, we have an advisory portfolio management service.

Your investment manager will be able to discuss each and every investment with you prior to receiving your instruction to execute the trade, ensuring you still benefit from our personalised investment services.

Bespoke wealth management

At WAM our success story is built upon relationship, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.

Trust, confidence and communication

There are several core elements of delivering a quality advisory portfolio management service, which form the basis of our client relationships:

Is this right for me?

You have limited time to manage your investments:

Our advisory services allow you to benefit from our personal approach to portfolio management whilst leaving you in control of each and every decision.

You have CGT considerations:

For investors with CGT considerations using a personalised approach to portfolio management ensures the tax position on your portfolio is considered.

You want access to a dedicated investment manager:

Our award winning services are based around a personal relationship with an investment manager so your portfolio is managed to your individual requirements.

More information

Managing your wealth requires many attributes, from clearly defined goals to sound advice and focussed investment research. But in our opinion, the over-riding element is a personal service.

What our clients say

Details on the investments made on my behalf are very detailed and give me confidence in the advice given.

Centralised investment research

The autonomy which we are afforded when it comes to stock picking is complemented by a wealth of information from our excellent research team.

Mark Scott

Senior Investment Manager