Managing a windfall

Discretionary portfolio management

Whether you have recently inherited a sum of money or just sold your business or had your first bonus, knowing how to invest your new windfall can be tricky.

Our personalised service means that no matter what your plans for the money are, we will work with you to help you reach your goals.

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 portfolio management service, which form the basis of our client relationships:

Is this right for me?

Knowing where to invest new-found wealth can be tricky. Our investment managers can help you on your financial journey.

Your current arrangements are not suitable for a larger investment. Contact us to learn how we may differ from other investment managers.

You want access to a dedicated investment manager. Our personalised services are designed to meet your unique wealth ambitions.

More information

Whatever your reasons for investing, we aim to make the process as easy as possible so you do not have to worry about it. This allows our clients to nurture their passions and interests safe in the knowledge that their wealth is in our expert care.

What our clients say

I am very grateful for all the help I am given, as I am not an expert on financial affairs, and everything is explained to me so that I understand it.

A dedicated investment manager

Having dedicated investment managers as your point of contact helps those clients who are not experienced in investing to understand their portfolios.

Mark Scott

Senior Investment Manager