 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 "

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 – 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

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?

Investment management focuses on growing wealth through strategic investment in various assets or investment funds while minimizing unnecessary risks.

Investment management encompasses a wide array of investment types, including ISAs, managed portfolios, ethical and sustainable investments, investment bonds, and tax-efficient options like VCTs and EIS.

Clients pay for investment management advice and services, including investment management charges deducted from the investment value. The initial meeting involves discussing existing investments, financial goals, risk tolerance, and setting up a diversified portfolio aligned with the client's objectives.

Investment management is all about finding ways to make sure your money grows, without taking unnecessary risks, by investing it in investment funds or other assets.


What sort of areas does Investment Management cover?

Investment management is a very broad term that covers a vast range of different types of investments and investment wrappers, including:

where investment experts build and manage a portfolio featuring a diverse range of investments.

 a cost-effective way of owning a ready-made portfolio of diversified investments, based on your attitude towards risk and return.

Ethical, ESG and Sustainable Investments: 

investments that make sure your money is invested responsibly, in ways that make a positive contribution to society, and in line with your personal beliefs.

 investments that also offer life insurance cover as well as a tax-efficient rate of return.

 such as Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme (EIS) that offer incentives for investing in fast-growing, small entrepreneurial companies.

How do you pay for Investment Management?

As well as paying for the advice from your wealth manager, if you choose to invest, you’ll also be expected to pay investment management charges. These cover the costs of researching, selecting and purchasing the investments in your fund or portfolio.

While you’ll have to pay for the wealth management advice you receive, Investment management charges are usually deducted from the total value of your investment. You’ll also pay an annual administration charge that covers the cost of overseeing the investment, and you might be required to pay performance fees if your investment achieves returns above a target level.

All of these fees should be explained carefully to you by your financial adviser or wealth manager before you make any decision.

Your wealth manager will want to hear about any existing investments you have. They’ll also ask you about your personal circumstances, financial goals and attitude to risk – for example, whether you consider yourself to be a cautious individual or if you’re prepared to accept a higher level of risk to achieve greater potential growth.

Once your investments have been set up, your wealth manager will regularly review your investment portfolio to make sure it is still meeting your financial objectives. Should your circumstances change, they can adapt your investments to suit your lifestyle needs.

A diversified, well-managed investment portfolio should make sure your money works harder, and that your personal wealth increases over the longer term. All investments, however, come with an element of risk, along with the warning that you may lose some – or all – of your investment. You need to work closely with your wealth manager to help determine the most appropriate level of risk to suit your circumstances.

There’s a vast universe of investments out there, and it’s the job of your wealth manager to work with you to identify the right investments to help you achieve your financial goals. It’s important to enter into any investment with your eyes open and to make sure that you invest according to your personal attitude towards risk and return.

Investment Management

Managing director at Compare Wealth Managers.

Rory Scott

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Top Ten Wealth Management Firms in the UK

Are you looking after your financial wellbeing?

Investment Management

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Rory Scott

Bio

Articles from author

Top Ten Wealth Management Firms in the UK

Are you looking after your financial wellbeing?

Investment Management

Start your journey to your Financial well-being

FIND OUT MORE

LEGAL

CONTACT US

Start your journey to your
Financial well-being