Private Wealth Management

Companies benefit from diversified
shareholder registers and should not rely
solely on institutional support. Institutional
funds continue to experience rationalisation
and factors such as size, poor stock liquidity
and lack of research lead to a polarisation
in ownership.

In the UK over 80% of retail funds are managed
on a discretionary or advisory basis by
professional managers and very few of these
are serviced by the institutional brokers.
They take a more conservative and loyal
approach to investing and represent a good
quality alternative source of capital.

Our expertise in this area and the
relationships we have cultivated provide
an essential and valuable extension
to a company’s investor audience.