The Sloane Partnership Wealth Management Service is an advanced investment client service that incorporate financial planning and specialist financial services delivered through our established web of contacts. The focus of the service is to provide high net worth individuals and families with tailored banking services, estate planning through our legal resources, taxation and investment management with the goal of sustaining and growing long-term wealth. These services are offered to clients that have accumulated wealth and introduced to others that are building up their wealth.

Through our wide range of contacts in the industry, we are in a strong position to offer trust and custodial services, cross border wealth management solutions and managing clients’ tax positions.

The role of a Wealth Manager is that of a ‘link-pin’, that is staying in the middle of clients’ array of issues, assessing clients’ needs and working with corporate associates in coming up with scenarios that will lead to solutions. The Wealth Manager then process all information and design the roadmap leading to and implementing those solutions.

We bring these resources together and offer clients a bespoke solution delivered through the amalgamation of skills and resources available via The Sloane Partnership.