London is a global financial hub, and as such, it is home to some of the biggest and most prestigious wealth management firms in the world.
Wealth management firms in London offer a range of services to individuals and families, from investment management to estate planning and tax advisory.
When choosing a wealth management firm, it is important to consider factors such as the firm’s reputation, the experience of its professionals, the range of services it offers, and its ability to tailor solutions to your individual needs and goals.
In this article, we will take a look at some of the biggest wealth management firms in London and the services they offer.
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1. UBS Wealth Management
UBS Wealth Management is one of the largest wealth management firms in the world, with a presence in over 50 countries.
Its London office is located in the heart of the City and is staffed by a team of experienced professionals.
The firm offers a range of services, including investment management, wealth planning, and financial advice.
UBS Wealth Management is known for its sophisticated investment strategies and tailored solutions, making it a popular choice for high-net-worth individuals and families.
Contact info:
Tel: +44 20 7567 8000
Address: 5 Broadgate, London EC2M 2QS, United Kingdom
2. Goldman Sachs Private Wealth Management
Goldman Sachs Private Wealth Management is a division of Goldman Sachs that offers investment and wealth management services to high-net-worth individuals and families.
The firm’s London office is located in Mayfair and offers a range of services, including portfolio management, estate planning, and tax advisory.
Goldman Sachs Private Wealth Management is known for its personalized approach and its focus on long-term relationships with clients.
Contact info:
Tel: +44 207 774 1000
Address: 25 Shoe Lane, London EC4A 4AU, United Kingdom
3. Morgan Stanley Wealth Management
Morgan Stanley Wealth Management is a global wealth management firm with a presence in over 40 countries.
Its London office is located in Canary Wharf and offers a range of services, including investment management, financial planning, and trust and estate planning.
Morgan Stanley Wealth Management is known for its customized solutions and its focus on providing clients with a holistic view of their wealth.
Contact info:
Tel: +44 20 7425 8000
Address: 25 Cabot Square, London E14 4QA, United Kingdom
4. Credit Suisse Private Banking
Credit Suisse Private Banking is the private banking division of Credit Suisse, one of the largest financial services firms in the world.
The services offered by Credit Suisse Private Banking in London include investment management, estate planning, and tax advisory.
The firm’s investment management services are designed to help clients achieve their financial goals by providing access to a wide range of investment opportunities, including equities, fixed income, and alternative investments.
The firm’s estate planning and tax advisory services are designed to help clients protect and transfer their wealth to future generations.
The firm’s investment professionals are highly experienced and are able to provide clients with customized solutions tailored to their individual needs and goals.
One of the strengths of Credit Suisse Private Banking in London is its ability to leverage the resources of Credit Suisse’s global network.
This allows the firm to provide clients with access to a wide range of investment opportunities and expertise, as well as a deep understanding of global markets and trends.
Contact info:
Tel: +44 20 7888 1000
Address: 45 Pall Mall, SW1Y 5JGLondon
5. JP Morgan Private Bank
JP Morgan Private Bank is the private banking division of JP Morgan, one of the largest financial services firms in the world.
Its London office is located in Mayfair and offers a range of services, including investment management, wealth planning, and philanthropic advice.
The bank’s team of professionals works closely with its clients to develop customized solutions that meet their unique needs and goals.
If you are interested in learning more about the bank’s services or becoming a client, you can visit their website or contact their London office directly.
Contact info:
Tel: +44 20 7742 7000
Website: https://privatebank.jpmorgan.com/gl/en/locations/emea/united-kingdom/london
Address: 60 Victoria Embankment, London EC4Y 0JP, United Kingdom
6. Coutts
Coutts is a UK-based private bank that provides wealth management services to high-net-worth individuals, families, and institutions.
The bank was founded in 1692 and has a long history of providing financial services to the British aristocracy and royalty. It has been serving its clients for over 300 years.
Coutts is known for its heritage and its ability to offer clients a wide range of specialized services, such as art advisory and philanthropic services.
It is committed to providing clients with a high level of service and personalized attention.
The firm’s client advisors are highly experienced and are able to provide clients with tailored solutions to their individual needs and goals.
Coutts also offers clients access to a range of digital tools and resources, such as online investment platforms and market research, to help them stay informed and make informed investment decisions.
Contact info:
Tel: +44 (0)20 7753 1365
Address: 440 Strand, London, WC2R 0QS
7. Rathbone Investment Management
Rathbone Investment Management is a leading investment management firm that offers a range of services to private clients, charities, and professional advisers.
Rathbone Investment Management’s services include discretionary investment management, financial planning, tax and trust services, and specialist investment management for charities.
The company has a team of investment professionals who use a variety of investment strategies to manage their clients’ portfolios.
Tel: +44 20 7399 0000
Address: 8 Finsbury Circus, London EC2M 7AZ, United Kingdom
8. BNY Mellon Wealth Management
BNY Mellon Wealth Management is the wealth management division of BNY Mellon, one of the largest investment management and wealth management firms in the world.
It provides investment management and wealth management services to individuals, families, and institutions.
The company’s services include investment management, wealth planning, trust and estate planning, and philanthropic services.
BNY Mellon Wealth Management is known for its global reach and its ability to offer clients access to a wide range of investment opportunities.
Contact info:
Tel: +44 20 3322 4806
Address: 160 Queen Victoria Street, Suite 200, London, UK EC4V 4LA