‘I’d like an expert to manage my wealth for me’
This approach is for people who don’t have the time or expertise to manage their wealth portfolio themselves, would value our knowledge and resource to do it on their behalf and might be asking themselves ‘Why do I need a wealth manager?’
We work from a blank sheet, identifying your personal and risk preferences. Once a mandate is agreed with you, we’ll manage and monitor funds on your behalf, regularly reporting back to keep you fully informed of how your money is performing. We also aim to be jargon free, however other advisers may not be, so we have provided a glossary of key financial terms for your reference.
These services apply to private individuals, trustees of private and grant-making trusts, personal pensions and charities.
From our recent anonymous client survey:
What attracted you to Kleinwort Benson?
“I liked the people, they are always attentive to the details and open with communication."
Read more about why you should choose Kleinwort Benson as your wealth management partner?
Read more about us or attend one of our forums regarding understanding wealth management, entrepreneurs, wealth and charities. We aim to be jargon-free, however other advisers may not be, so we have provided this glossary for your reference.
Contact us to discuss how we can manage your money for you.