Choosing a wealth management partner is about more than numbers; it’s about finding a firm whose philosophy and approach resonate with your personal goals and values.
Have you ever searched for a wealth manager and felt overwhelmed by the sheer number of options? Do you know what they offer and whether they align with your financial goals?
Choosing the right wealth manager 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 wealth managers, highlighting their key strengths and what sets them apart. Discover which one aligns best with your financial aspirations.
James Hambro & Partners
AUM: £7.8 billion (as of April 2025)
Years in Industry: Since 2010
Why do we recommend them? They provide tailored investment management and financial planning services for private clients, trusts, and charities. Clients typically work directly with Partners in the business, offering a distinctive experience that reflects the structure and approach of a partner-owned firm.
Point of interest: JH&P was founded by Jamie Hambro, the Great Grandson of the Hambro Banking dynasty. Although a completely independent company, this gives JH&P a history of top pedigree experience handed down over generations.
Founded in 2010, James Hambro & Partners LLP is an independently owned wealth manager providing tailored investment management and financial planning services for UK and international private clients, trusts, charities, and professional advisers. Their approach centres on understanding each client’s unique circumstances and ambitions and then tailoring their services accordingly. This commitment to personalised advice, combined with a stable, low-turnover team, ensures long-term relationships and continuity for clients.
The firm prioritises financial independence and sustainable cash flow, using lifetime cashflow models to guide financial structuring and optimise tax efficiency. Their adaptable wealth structuring framework covers areas like risk management, inter-generational wealth transfers, and philanthropy, working closely with trusted advisors to align with evolving client needs.
On the investment side, JH&P focuses on security and growth, constructing tailored portfolios within four risk-return strategies—from Cautious (40% equities) to Adventurous (85% equities). This disciplined framework ensures portfolios align with client objectives while maintaining rigorous risk controls.
With 168 staff across offices in London, Edinburgh, Bristol, and Leeds, JH&P manages £7.18 billion in assets (as of 31.12.2024), reflecting their trusted expertise and client-first philosophy.
Saltus
AUM: £8 billion (as of March 2025)
Years in Industry: Since 2004
Why do we recommend them? Saltus has an alternative wealth management strategy that is refreshingly different to the traditional wealth management approach with a strong focus on cashflow modelling and tax efficiency.
Point of interest: Saltus has a 97% client retention rate and holds Chartered status, indicating high standards of technical competence in financial advice.
Saltus has been serving clients since 2004. They currently have assets under management of over £8 billion and offer an all-encompassing wealth management service.
Their approach begins uniquely with a ‘matching’ process. Their team will first assess a client’s financial objectives and preferences and partner them with the most appropriate members of their team. This recognises the personal and bespoke nature of a high-quality financial advice relationship.
Once the perfect team is in place, they then create a clear financial plan tailored to a client’s objectives. This is typically underpinned with the use of cashflow modelling: a client’s assets, liabilities, regular saving plan and financial goals are input into modelling software. This is then overlaid with different assumptions, such as expected investment growth, to help determine if your investments can meet your projected income needs. The plan is then optimised for tax efficiency and provides the foundation for constructing a client’s investment strategy.
Saltus Financial Planning holds Chartered status, a prestigious recognition awarded to only a small number of firms meeting the highest standards of technical competence. This accreditation underscores their commitment to excellence in the advice they provide. The firm is also known for its award-winning service.
Portfolios, managed by the Saltus Asset Management team, ensure alignment with clients' return requirements. At the core of the investment philosophy is an approach that is pioneered by some of the most sophisticated institutional managers in the world and isn’t widely available to UK private clients. Saltus looks at a much broader range of asset classes than their peers with the aim of achieving the highest risk adjusted returns possible. They do invest in more traditional asset classes but also typically invest in alternative investments, where they believe they can find more dependable returns. Whilst past performance isn’t a guide to the future, this approach has led to solid investment returns.
Client retention is a testament to the firm’s success, with a remarkable 97% retention rate. Their positive Google reviews and testimonials highlight their transparency and personalised service, making them a trusted wealth management partner. Saltus’s dedication to collaboration ensures that every financial decision integrates seamlessly with broader life goals, providing clarity and confidence to their clients.
Evelyn Partners
AUM: £63 billion (as of December 24)
Years in Industry: Their predecessor, Tilney, first started managing investments in Liverpool in 1836. Since 1999 they have operated as Evelyn Partners.
Why do we recommend them? A comprehensive service providing expertise across investments, financial planning, tax and complex international interests by circa 500 Investment Managers and Financial Planners in 36 offices around the UK and in the Republic of Ireland.
Point of interest: Evelyn offers a fully integrated Wealth Management proposition and specialises in Corporate Tax advice.
Evelyn Partners’ mission is ‘to place the power of good advice into more hands’. This is more than a marketing platitude, it is at the heart of everything they do, believing in the transformative power of good advice to individuals or families who seek a secure financial future.
Evelyn’s approach seamlessly integrates wealth planning, tax strategies, and investment solutions to align with clients’ long-term goals. Their team is committed to delivering truly bespoke advice, underpinned by a robust investment process and specialist financial planning tools.
Relationships built over the long term remain a central ethos to the firm, who describe themselves as the “guardians of client capital”. The bedrock of their investment approach is to identify assets that will preserve and grow client’s capital in real terms, net of fees and inflation, over a defined period. They have always managed client portfolios with a view that you cannot predict precisely when market cycles turn or when markets may fall.
Evelyn serves clients from all walks of life, ensuring their wealth strategies remain flexible and responsive to changing needs and circumstances, however, the firm describes itself as having a particular leaning towards helping individuals and families plan for a liquidity event.
Whether that’s advising on investment options for performance-based remuneration, helping entrepreneurs with tailored support both before and after the sale of their business, providing guidance during divorce or becoming a trusted advisor for someone who’s received a personal injury settlement, liquidity events require an empathic approach to financial planning in conjunction with investment expertise.
LGT Wealth Management
AUM: £ 30.9 billion (as of 31st January 2025)
Years in Industry: Since 2007
Why do we recommend them? LGT have a particular expertise in working with entrepreneurs and family businesses.
Point of interest: Part of the global private banking group LGT, it has been owned by the Princely Family of Liechtenstein for over 90 years and therefore has deep seeded management and organisational structures. This allows for long-term client relationships without sales pressure.
LGT Wealth Management specialises in building bespoke investment solutions for high-net-worth and ultra-high-net-worth clients. Their offering in itself is entrepreneurial and holistic, incorporating full-service wealth planning with a broad investment offering.
LGT looks after many entrepreneurs and family business owners, professionals, landed estates and has many clients who are members of Lloyds of London. They are privately owned by a single family, which is special in an industry where so much consolidation is occurring. It means that as a business, they can match their time horizons with their clients', meaning there is no sales pressure, and their clients can take the time to find the right solution for them.
Canaccord Genuity Wealth Ltd
AUM: £35 billion as of 2024 in UK and Europe
Years in Industry: Their parent company began in 1950 as a small regional broker-dealer in Canada, it was renamed Canaccord Capital Corporation in 1992.
Why do we recommend them? Bespoke portfolio management and tailored strategies reflecting client goals. A solid all-rounder offering a range of 5* investment propositions (de facto) alongside an independent Chartered Financial Planning service delivered by an expert team.
Point of interest: Although CGWM is a wealth manager at its core, they boast an AIM Fund that is 2nd largest in the UK amongst AIM specialist fund companies. The real accolade is that other wealth managers put their client's money in CGWM’s AIM fund. In addition to this, they have won ESG (ethical investing) awards for the last 4 years in a row.
Canaccord Genuity Wealth leverages its global presence to offer clients a wealth of opportunities beyond the UK. Specialising in bespoke portfolio management, Canaccord creates tailored strategies that reflect each client’s financial goals and risk tolerance. Their team provides in-depth market insights and a hands-on approach, making them a trusted partner for entrepreneurs, professionals, and business owners.
Canaccord’s entrepreneurial ethos drives their innovative solutions, blending traditional financial expertise with cutting-edge strategies. Their commitment to transparency and collaboration ensures that clients remain informed and engaged in their wealth journey, fostering long-term relationships built on trust and shared success.
Quilter Cheviot
AUM: £30 billion
Years in Industry: Established in 1771, in one of the oldest, most established wealth management firms.
Why do we recommend them? Discretionary investment management and financial planning tailored to individual client needs. They provide excellent client relationships married to a high-quality holistic wealth management service. A proud record of attracting and retaining expertise – wealth managers have an average 15-year tenure with the firm.
Point of interest: Its wealth management team have an average of 12 years of tenure with the firm, providing clients with continuity of service and dependable relationships.
Whether your financial needs are straightforward or more complex, Quilter Cheviot’s management services are designed to help you capitalise on your financial position. Quilter Cheviot’s discretionary investment management services and expert financial advice can help private clients looking for highly personalised wealth management services. They take the time to learn about you and your circumstances, looking to the future, and understanding your lifestyle aspirations and goals before building a picture of what you want to achieve in a way that works best for you.
Quilter Cheviot excels in delivering tailored investment solutions through dedicated investment managers. Each client benefits from a high level of personal attention, ensuring that portfolios are carefully aligned with individual objectives and risk profiles. Their bespoke approach to portfolio construction emphasises transparency and client education, helping clients stay informed about their financial journey. They will create a financial plan or recommend an investment strategy to achieve your goals, exploring ways to maximise your existing plans and making recommendations to ensure you are on the right path to achieving your goals.
Blu Family Office
AUM: Between £0.5-1 billion
Years in Industry: They began as a family office in 2010, and they have been regulated by the FCA since 2018.
Why do we recommend them? The founder of Blu Family offices manages his own and extended family’s wealth in the investment strategy, which proves they have complete faith in their process.
Point of interest: Private clients have direct access to the Chief Investment Officer therefore being able to understand the investment strategy at its core.
Blu began as a family office and has since expanded to provide highly tailored services for the intricate requirements of affluent investors. Blu’s philosophy revolves around the alignment of interests, as they invest alongside their clients, ensuring shared goals and mutual trust. Their personalised approach ensures direct access to the Chief Investment Officer (CIO) and the investment team.
The firm offers bespoke investment solutions and innovative strategies that do not rely on trying to predict an uncertain future, offering clients more control over their risk, and enabling better decision-making.
Blu offers holistic services with an emphasis on confidentiality and exclusivity which further enhances the client experience. For those seeking a boutique wealth manager with a focus on collaboration, creativity, and alignment, Blu provides a compelling option.
Rothschild & Co
AUM: £20 billion
Years in Industry: Over 200 years
Why do we recommend them? Comprehensive wealth management services with a focus on long-term wealth preservation. For high-net-worth individuals seeking a high-touch service and who primarily value the preservation of wealth for their family and future generations.
Point of interest: The firm is known for co-investing alongside clients, ensuring alignment of interests in wealth management.
Rothschild & Co is synonymous with long-term wealth preservation and a legacy of expertise spanning over two centuries. They provide a comprehensive range of wealth management services to some of the world's most successful entrepreneurs, families, foundations and charities.
In an environment where short-term thinking often dominates, their long-term perspective sets them apart. Their founding family are one of the few to have successfully preserved their wealth over many generations and they aim to replicate this success for their clients.
Rothschild & Co’s client advisers and senior management co-invest alongside their clients. So, they when they tell you that they would look after your wealth as if it was their own, it is because they are. Known for their ‘bottom-up’, high-conviction investment approach, Rothschild & Co seeks to protect assets from inflation and to grow the clients’ wealth over years and decades.
RBC Brewin Dolphin Ltd
AUM: £57.6 billion
Years in Industry: Over 260 years
Why do we recommend them? Bespoke wealth management services, including discretionary investment management and financial planning. One of the oldest and most recognised and respected wealth managers now able to offer high-net-worth clients an integrated private banking service. They provide an excellent blend of investment performance and financial planning expertise delivered from a network of over 30 offices in the UK and the Republic of Ireland.
Point of interest: RBC, on a global scale, is one of the largest banks and is considered to be one of the safest boasting a strong AA- credit rating having maintained this for the past 20-plus years.
RBC merged with Brewin Dolphin in 2023. RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. Now named RBC Wealth Management, they have £57.6 billion (as of October 2024) in assets under management, it offers award-winning, bespoke wealth management services to individuals, families, and businesses, including discretionary investment management and financial planning.
Its qualified investment managers and financial planners are based in over 30 offices across the UK, Jersey and Republic of Ireland. Their client-centric approach emphasises proactive financial planning, ensuring that wealth is structured efficiently for future generations.
As part of the Royal Bank of Canada (RBC), RBC Wealth Management is able to draw on the strength of a global financial institution. This enables it to enhance the services it provides to clients and to drive further innovation across the business.
RBC Wealth Management is a trusted choice for those seeking stability and growth in their financial affairs.
Brooks Macdonald Asset Management Ltd
AUM: £18 billion (as of June 2024)
Years in Industry: Since 1991
Why do we recommend them? Personal wealth management services for diverse client segments, including professionals in sports and entertainment. In particular, Brooks Macdonald have a very successful model portfolio service (MPS).
Point of interest: They emphasize proactive engagement and long-term relationships, which has earned them a reputation as a trusted partner in wealth management.
Brooks Macdonald understands that everyone has hopes and dreams - whether it’s caring for family, preparing for retirement, or securing the future for the next generation. Since 1991 Brooks Macdonald has been helping people fulfil their hopes and dreams. Brooks Macdonald focuses on delivering personal and quality wealth management services tailored to diverse client needs. Serving UK-based segments like sports and entertainment professionals, business owners, and financial executives, the firm understands the nuanced financial goals of each group. Their approach emphasises proactive engagement and long-term relationships.
Brooks Macdonald’s broad range of financial products and services aims to deliver the best outcomes for their clients. They help guide clients every step of the way through their financial journey, creating tailored investment solutions to reflect each client’s specific objectives and risk tolerance. The firm also provides clarity through transparent pricing and detailed reporting, making it easier for clients to track progress.
Brooks Macdonald’s investment philosophy is the beliefs and principles that guide how they approach investing for their clients. Their commitment to collaboration ensures clients benefit from seamless coordination with other professional advisers, to help enhance overall financial outcomes. This client-first ethos has earned them a reputation as a trusted partner in wealth management.
Choosing a wealth management partner is about more than numbers; it’s about finding a firm whose philosophy and approach resonate with your personal goals and values. These ten firms showcase the diversity and excellence in the UK wealth management industry, and by understanding what makes each firm unique, you can make an informed decision that aligns with your financial future.
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 "start comparing" button to get started and check out our 5* reviews from Trustpilot.
