Private Clients
High Earners and HNW Clients Financial and Lifestyle Planning
We are your premier destination for expert financial advice and bespoke solutions tailored to your needs. A bespoke service to deliver value both now and in the future. We ensure that your complex financial needs are managed in the best way by maximising opportunities and simplifying your affairs as much as possible.
We understand that wealth brings unique challenges and opportunities. That’s why our specialised team of financial advisers are dedicated to guiding private clients towards achieving their financial aspirations and securing a prosperous future.
With our experience and a deep understanding of the intricacies involved in managing substantial wealth, our firm is committed to providing personalised, discreet and comprehensive financial planning services. Whether you’re seeking to preserve and grow your assets, plan for wealth succession, optimise tax efficiencies, or make a meaningful impact through philanthropy, we have the expertise to navigate the complexities of your financial landscape.
As a trusted partner, we are unwavering in our commitment to your financial success. Through a combination of expert advice, sophisticated investment strategies and a deep understanding of the ever-changing financial landscape, we strive to empower you to make informed decisions and attain your most ambitious financial objectives.
Welcome to a world of trusted and tailored advice
With greater wealth comes an array of complexities and challenges, but it also opens the door to extraordinary opportunities and responsibilities. At the core of our dedicated service for Private Clients lies the commitment to providing the guidance you need to navigate this intricate landscape.
While our Private Clients may share common challenges, we recognise that each relationship is distinctive, with its own motivations and objectives. Your financial journey is as unique as you are and we take great care in crafting personalised advice that aligns perfectly with your individual circumstances, lifestyle, family needs, and business interests.
A Dynamic Partnership
We provide specialised advice and grant you access to St James’s Place’s esteemed servicing team. This team is composed of highly experienced and best-in-class financial management, investment specialists and selected banking advisers, along with experts in tax planning and legal matters. We also have access to leading providers in all areas of financial services and guide you through referral services that are separate and distinct from those offered by St. James’s Place. You can rest assured that our collaborative effort with you and our leading Partners ensures an exceptional, high-quality service.
Where Your Priorities Take Centre Stage
Let us assist you in establishing and nurturing robust financial foundations—for both your future and your loved ones. Our guidance enables you to tackle the challenges that come with wealth, including:
Sustaining your lifestyle: Having achieved financial security, the next step is to maintain it. We understand that you may need to convert assets into income at some point. Whether you seek income generation through our diverse investment solutions or require access to cash management services and borrowing facilities, we can provide the assistance you need.
Preserving and growing your capital: Your investment risk preferences may be influenced by the risks inherent in your business or profession. Whether you aim to secure your financial foundations or pursue long-term asset growth, our affluent clients can benefit from a wide array of investment solutions. These encompass multi-asset funds, discretionary fund management, stockbroking and access to other alternative assets.
Safeguarding your wealth and family: Effective wealth planning relies on insurance and other protection products to secure your family against potential risks. Our comprehensive range of solutions caters to individuals with diverse financial, business and family circumstances, ensuring you have access to plans that offer comprehensive coverage.
Preparing for intergenerational wealth succession: Ensuring the security of your financial future may prompt concerns about benefiting your loved ones. We are here to assist you in structuring your wealth to achieve this goal. Whether through a well-balanced selection of investment products, advanced trust planning, wills and probate services, or collaboration with tax specialists, we tailor strategies to suit your needs. Whether during your lifetime or after your passing, whether for family members or charitable causes, we can help you establish the right planning to protect and pass on assets and wealth in a tax-efficient manner. Your peace of mind is our priority as we work together to create a lasting legacy for your loved ones and the causes close to your heart.
Leveraging your wealth for positive impact: At Tradenomic, giving back is ingrained in our culture and a fundamental aspect of our Private Clients’ plans. As stewards of wealth, we understand the responsibilities that come with it, which is why we strongly believe in responsible investment throughout our entire investment range. Beyond that, we are committed to assisting you in bringing your philanthropic vision to life, ensuring your charitable impact continues to thrive well into the future.
Additionally, we offer a premium global lifestyle concierge service, dedicated to curating exceptional experiences for you, from travel arrangements to fine dining and cherished moments with your loved ones. For more information, kindly refer to our Lifestyle Concierge Service section.
As a Private Client, as part of this exclusive service, we also provide you with a dedicated Private Client Manager who is on hand at all times to speak to you directly and offer full support.
What Sets Us Apart?
Our fundamental principle revolves around delivering personalised and confidential financial planning services. We take the necessary time to truly understand your specific needs, aspirations and situation, enabling us to create a tailor-made financial plan that empowers you to manage your wealth with assurance. As a fiduciary financial advice firm, our unwavering commitment is to prioritise our clients’ best interests above all else.
Get in Touch
Let us take the mystery out of finanical planning so you can focus on what matters.