Managing your wealth
There are a great number of providers of wealth services in the UK and beyond. Those able to boast true independence and impartiality are few and far between. We are one such firm and only employ leading investment specialists who share our commitment to independence.
To add further strength, our team are able to draw on the vast knowledge and skills of a varied group of professionals, including tax experts, actuaries, lawyers, economists and accountants.
Some investors seek high stake positions where the potential gain is matched only by the potential for loss. The role of our investment team is one of stewardship not speculation, and we avoid the needlessly complicated products that litter the financial services market.
We continually adapt to the shifting sands of the global economy but never abandon prudence in search of short-term gain.
How PwC can help you
PwC Wealth Advisory provides specialist investment and strategic planning services for wealthy individuals and families. Within our comprehensive Private Client business, we offer a broad, trusted and truly impartial perspective to protect and manage our client's wealth.
Our approach is disciplined and methodical, starting with a detailed understanding of our clients, their attitude to risk and overall objectives.
We can advise on:
- investment consulting advice (e.g. recommending an appropriate strategy, including a review of any existing portfolio);
- implementation of strategy as required (e.g. placing investments on best terms, identifying and instructing third party investment managers);
- portfolio reviews - annual review of investments and strategy;
- transactional investment advice as required;
- advice to executives;
- pension scheme planning and investment advice;
- the regulated aspects of inheritance tax planning;
- maximising tax-efficient structuring around agreed investment approach; and
- treasury management.
