 and felt overwhelmed by the sheer number of options? Do you know what they offer and whether they align with your financial goals?

Choosing a wealth manager best suited to your needs is just as crucial as financial planning itself. Each firm has its own unique approach, philosophy, and expertise, tailored to different client needs. At Compare Wealth Managers, we recognise the vital role a skilled financial planner can play in securing your future. That’s why we’ve compiled a list of our top UK wealth management firms, highlighting their key strengths and what sets them apart. Discover which one aligns best with your financial aspirations.

A good wealth manager combines technical expertise with the ability to deliver client-focused advice. They must understand 

, and portfolio construction, and then integrate these elements into a coherent strategy tailored to each client’s circumstances 

What is a Private Wealth Manager?

Equally important are communication and trust. The best wealth managers listen carefully to their clients, explain complex ideas in straightforward language, and build long-term relationships that extend across generations. This ability to foster confidence and clarity helps clients remain committed to their strategies through different market cycles 

How to choose a wealth manager

Transparency and accountability are also critical. A good wealth manager is clear about fees, explains how investment decisions are made, and ensures that all actions align with the client’s stated goals and 

 tolerance. Strong governance and ethical standards underpin this approach, giving clients the confidence that their interests always come first 

Dear CEO letter: FCA expectations of wealth management and stockbroking firms.

Finally, leading wealth managers offer a clear value proposition. They provide services that are designed for the specific needs of their target clients, whether that is high-net-worth families, 

, or institutional investors. This specialisation allows them to deliver bespoke planning, tailored portfolios, and innovative solutions such as sustainable investing or access to private markets 

Five Keys to Consistent Success in Wealth Management

For investors with £500,000 to £25 million in investable assets, wealth management rankings provide a valuable benchmark. They allow you to compare firms not only on assets under management (AUM) and scale, but also on reputation, service quality, and investment approach. Rankings highlight which firms are best equipped to manage complex portfolios, which specialise in bespoke advice, and how each positions itself within the competitive UK market. As the 

 notes, wealth managers increasingly compete on scale, reputation and client differentiation, underscoring why rankings offer meaningful context to investors 

Wall Street is racing to manage your wealth. That is a good thing.

How to Use Wealth Management Rankings Effectively

Wealth management rankings should be used as a guide to narrow the field, not as a definitive verdict. They provide an objective way to compare firms on scale, reputation, and service quality, helping investors identify which are best suited to complex portfolios or bespoke advice. The key is to align these insights with your personal goals, ensuring that the firms you consider reflect your risk appetite, investment horizon, and long-term priorities.

If you need support finding the right wealth manager, Compare Wealth Managers offers a free service to help you find a wealth advisor/manager suited to your needs. Simply click the orange "

" button to get started and check out our 5* reviews from Trustpilot.

 – Firms such as James Hambro & Partners, Saltus, and Evelyn Partners feature among the best wealth managers UK, recognised for strong client service and consistent portfolio results.

 – The leading wealth management firms collectively oversee significant AUM, demonstrating financial strength, resilience, and the scale to support high-net-worth clients.

 – Top firms provide bespoke strategies across investment management, tax planning, and estate structuring to help clients protect and grow wealth across generations.

 – Many of the best wealth managers combine international investment expertise with local insight, offering diversified opportunities across markets.

 – Established names in the rankings are known for long-standing reputations, governance standards, and multi-generational relationships with clients.

 – The top wealth management firms in London and across the UK integrate ESG, alternatives, and diversified portfolios to deliver sustainable long-term growth.

This article ranks the top ten wealth management firms in the UK in 2025, highlighting their scale, client service, and long-term expertise.

The ranking compares firms across assets under management, minimum investment requirements, and bespoke services, offering investors insight into the diversity and strengths of the UK wealth management industry.
Compare Wealth Managers

It reflects strategies focused on integrated financial planning, personalised investment advice, and the ability to balance global capabilities with local market knowledge.
Compare Wealth Managers

The article is not about finding a single “best” firm, but about providing context on how leading wealth managers operate — a useful benchmark when selecting the right partner for your wealth.

Top Ten Wealth Management Firms in the UK

Plant-based, carbon neutral, renewable energies, are all concepts that are taken into consideration more and more in our choices as consumers since we understand the need to decarbonise the world for a better future. However, do we consider these issues when it comes to our investments? If we really want to make a difference, we should learn to invest responsibly. In this article, we give you a first glance at how it can be achieved.

Lord Robert Baden-Powell, the founder of the Boy Scouts, died in Kenya at the age of 83. Amongst his papers, they found a letter to his dear scouts, with the phrase “Try and leave this world a little better than you found it, and when your turn comes to die, you can die happy in feeling that at any rate, you have not wasted your time but have done your best”.

Many of us wonder if we are leaving a better world behind, but considering issues like climate change, social injustice and political conflicts, achieving that goal feels very challenging. We can still try to improve how we behave towards others and the world, including the way we invest. Are we supporting the right companies? Are we contributing to help create alternative energies, right and just job opportunities and reducing our impact? Responsible investment might just be the answer.

It is an approach to investment that acknowledges the importance of environmental, social and governance factors (also known as ESG), and its long-term repercussions. It also shines a light on the fact that in order to have a return on investment in the long run, we need to consider supporting stable, well-functioning and well-governed social, environmental and economic systems. In other words, it can be seen as investments that combine financial and non-financial factors, or investments that correctly price in social, environmental and economic risk.

To understand the implications of sustainability for investors, the United Nations-supported ‘Principles for Responsible Investment (PRI) Initiative’ was created. It is an international network of investors working together to put the six Principles for Responsible Investment into practice. Its goal is to create the framework to incorporate these issues into investment decision-making and ownership practices. According to the PRI initiative, assets under management by Principles for Responsible Investment (PRI) signatories currently stand at more than US$59 trillion (signalling a commitment to responsible investment).

These principles were developed reflecting the needs of the changing environment by a group of investors and financial advisors convened by the United Nations Secretary-General.

 We will incorporate ESG issues into investment analysis and decision-making processes.

: We will be active owners and incorporate ESG issues into our ownership policies and practices.

: We will seek appropriate disclosure on ESG issues by the entities in which we invest.

 We will promote acceptance and implementation of the principles within the investment industry.

: We will work together to enhance our effectiveness in implementing the principles.

 We will each report on our activities and progress towards implementing the principles.

ESG is an acronym for Environmental, Social, and Governance, a framework that takes a comprehensive approach to sustainability, going beyond just environmental issues. It helps stakeholders understand how an organization is managing risks and opportunities related to environmental, social, and governance criteria. ESG is a term not only related to the investors but it also takes into consideration employees, suppliers and customers, since all of them care about an organisation’s sustainability.

 principles look at how a firm performs in relation to the natural environment, meaning energy use, carbon emissions or nature conservation will be evaluated

 criteria take a closer look at a company’s relationship with its stakeholders, including employees or the local communities where they run their business practices. 

 principles refer to a company’s culture and how it runs, taking into consideration salaries from the top to the bottom, equality of opportunities, transparency and regulations, amongst other things.

How do I recognise investments that incorporate the ESG framework?

The PRI Initiative references the ESG framework to the Sustainable Development Goals the UN also developed, worldwide goals set up around the 2015 Paris Agreement. Ban Ki-moon, the UN Secretary-General from 2007 to 2016, often said “we don’t have plan B because there is no planet B”, a phrase he repeated in his speeches to reference the importance of taking action against climate change. His recurrent line was the main fuel for the creation of the 17 ‘SDGs’ that are now in place, with ESG giving the business world a framework to achieve them.

However, ESG does not focus only on the “green” areas as already mentioned, it also follows some important trends: climate transition and sustainable economic growth. Investing in areas such as electric vehicles, renewable or clean energy, plant-based products, or even education and cyber security are a great way to start supporting technologies and resources that offer solutions to the topics covered in the SDGs.

Can I be sure that my investments really respect these guidelines?

As stated above, supporting companies that solve problems and offer solutions is a great way to start, looking into making our impact positive rather than only making it smaller. There are great investment opportunities amongst these new projects and technologies but it might take doing a bit of research on the company before deciding to invest there. The best way to approach it is to contact a Wealth Manager or Financial Advisor who specialises in responsible investing and in the creation of ESG portfolios. Their focus is to link people developing new technologies and ideas that solve our current problems with those who want to support them, and it is an important task, not only to guarantee the best outcome for both worlds but also because there is no “planet B”.

What is responsible investment?

Financial wellbeing means different things to different people, but without it, you’ll spend more time worrying and less time focusing on the things that matter.


Mental wellbeing has become a major trend in recent years, and it’s really not hard to see why. You don’t need us to tell you that we live in ‘unprecedented’ and highly uncertain times that can take a toll on anyone. Fortunately, people now recognise the importance of mental wellbeing and practising self-care during times of stress. And, thankfully, there’s now much less of a stigma attached to talking about mental health, and greater support available for people to get help with their mental wellbeing, should they need it.


But what about financial wellbeing? Well, in our view, it should be viewed as equally important, and something that everyone should care about. After all, our financial wellbeing has a major influence on our overall state of mind, and can also seriously impact our mental health.

People might think that feeling anxious or concerned about your finances only applies to those who are in debt, have a low income or are worried about losing their job. But that’s simply not the case. Just as anyone can experience times when their mental health is low, everyone can sometimes feel in need of a bit of support when it comes to their financial wellbeing.

That’s because, in our experience, financial wellbeing is rarely just about how much money you earn or how much you’ve accumulated. It’s about how you feel. We would define financial wellbeing as this:


Feeling in control of your financial present, and planning for a financially secure (and enjoyable) financial future.


For many people, their uncomfortable relationship with money starts when they are young, but those habits (good or bad) tend to stay with us as we get older. We all know people who seem to always be living beyond their means, just as we know people who are comfortably well-off but also hate spending a penny if they can avoid it.

We would also place into this category those people who put off making financial decisions (and miss out as a result), or those who don’t want to take any risks with their money, and as a result leave their wealth languishing in non-interest paying savings accounts, where their money is losing its value. Whatever the situation, breaking out of these bad habits is not only the best way to achieve financial wellbeing, it’s the only way.

So, how can you achieve financial wellbeing?

There are two key elements to financial wellbeing that everyone should focus on. The first is taking control of their financial present, and the second involves planning for their financial future.

Behavioural research suggests that people who take charge of their financial present tend to experience more positive feelings about their overall financial wellbeing. And there are lots of different ways that you can take control back over your finances. For example:

Creating a plan that allows you to reduce or eliminate any ‘bad debts’ that you have, such as credit cards, store cards or personal loans.

Using that money to start investing regularly. The amount is less important than getting into the habit of setting aside a regular amount, and there are a lot of positives to be taken from investing wisely and one day reaching your goal.

If you have loved ones who depend on you for their income, consider taking out insurance policies (such as life insurance, critical illness cover or accident, sickness and unemployment insurance) that can help protect what you have and allow you to sleep easier at night.

A wealth manager can help to put you in control of your financial present, but preparing for an uncertain future matters even more. Here’s where working with a wealth manager can really help you make great strides on the path towards financial wellbeing. Of course, a wealth manager is not going to be able to help with complex emotional issues, that’s not their job. But they can help you to think about your finances in a non-emotional way, making it easier for you to make clear decisions that will benefit you in the long run.

One of the best things about finding a wealth manager is that you’ll be taking control of your financial destiny and getting someone else to take care of the worrying for you. They won’t just help you to focus on your immediate needs, they will also help you to make plans for the future as well.

For most wealth managers, the first thing to do is to make sure that your finances are best placed to help you feel comfortable about whatever the future brings. This can include managing your investments – to help you achieve the best return for the risk you’re prepared to take – putting in place plans for your retirement as well as offering any more specialist services that you might need, for example, such as tax and estate planning, and specific insurance products to cover any circumstances that would make life difficult.

The best wealth management firms know that making people feel reassured about their wealth and financial circumstances is just as valuable as focusing on the money itself. After many years of working with top wealth managers, including time spent running a wealth management business, our experience is that people who talk to a wealth manager or a financial adviser feel more positive about their financial future as a result.

We’d go so far as to say that talking to a wealth manager is the best step you could take towards achieving financial wellbeing. And the sooner you have that conversation, the more likely that together you will be able to put a plan in place that ensures you achieve the financial future that you want.

Peace of mind is one thing that money can’t buy. But with the right wealth manager to guide you, financial wellbeing is definitely something you can find for yourself. If you’re ready for us to introduce you to a wealth manager who can put your mind at rest, why not get started today?

Financial wellbeing means control and confidence

, not just income, covering how secure you feel about your money now and in the future.

, such as high-interest debt, overspending, or leaving wealth in low-yield accounts.

 includes cutting debt, building an emergency fund, and protecting your family with insurance.

, through investment management, pension planning, tax efficiency, and estate strategies.

Wealth managers enhance financial wellbeing

, offering expert, impartial advice to optimise assets and reduce financial stress.

Strong financial wellbeing supports overall wellbeing

, linking smart financial planning with peace of mind and better life outcomes.

Are you looking after your financial wellbeing?

Client services director at Compare Wealth Managers.

Paul Dredge

Bio

Articles from author

Top Ten Wealth Management Firms in the UK

What is responsible investment?

Are you looking after your financial wellbeing?

Start your journey to your
Financial well-being

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Paul Dredge

Bio

Articles from author

Top Ten Wealth Management Firms in the UK

What is responsible investment?

Are you looking after your financial wellbeing?

Start your journey to your Financial well-being

FIND OUT MORE

LEGAL

CONTACT US

Start your journey to your
Financial well-being