Looking to secure your financial future in one of the world’s most competitive cities? London is not just a global business hub—it’s a breeding ground for some of the most elite wealth management companies on the planet.
In a market where expertise, discretion, and personalised service are paramount, choosing the right firm can be the difference between maintaining wealth and growing it across generations. Whether you’re an entrepreneur planning an exit, a professional preparing for retirement, or a family looking to preserve legacy, London offers a wealth of options—literally.
But with so many firms promising premium advice, who actually delivers? We’ve done the research, scoured client reviews, verified credentials, and analysed offerings to bring you the definitive list.
Explore this guide to discover the top 10 wealth management companies in London—firms trusted by thousands to protect, plan, and prosper.
Why Is London a Hub for Wealth Management Companies?
London is not just the capital of the UK but a global financial epicentre that attracts wealthy individuals, businesses, and institutional investors from around the world. Its strategic time zone, multilingual workforce, stable political environment, and strict financial regulations make it an ideal place for wealth management companies to flourish.
What Criteria Define the Top Wealth Management Firms in the Capital?
Choosing the best wealth management firm requires understanding what differentiates exceptional service from the average. These leading firms offer more than just investment advice they serve as lifelong financial partners.
Regulated and Trusted by the FCA
All top firms in London are fully authorised and regulated by the Financial Conduct Authority (FCA), ensuring client protection and adherence to strict ethical and operational standards.
Legacy and Proven Track Record
Years of operation, consistent performance, and client loyalty indicate a firm’s ability to manage complex financial matters across generations.
Comprehensive Financial Planning Services
These companies go beyond asset management. They provide retirement planning, estate strategies, tax optimisation, philanthropic structuring, and wealth transfer support.
Who Are the Top 10 Wealth Management Companies in London?
Each of the following firms is recognised not only for their service excellence but also for their client-focused approach and adaptability in a changing financial landscape.
1. Brewin Dolphin – “Built on Trust, Designed for Growth”
Brewin Dolphin stands as one of the UK’s most respected wealth management firms, carrying a legacy that spans more than 250 years. Known for its deep-rooted commitment to trust, the firm has built enduring relationships with private clients, charities, and institutions across generations.
Its approach blends time-honoured investment principles with forward-thinking strategies, ensuring portfolios are resilient in changing markets. Clients benefit from personalised financial planning that is tailored to their life goals, risk appetite, and long-term aspirations. Brewin Dolphin’s expertise extends beyond wealth preservation, focusing equally on sustainable growth and legacy planning.
With a nationwide presence and a reputation for discretion, they remain a trusted partner for those seeking stability and progress. This balance of tradition and innovation has cemented their place as a leader in the British financial landscape
Speciality
Tailored investment portfolios with a long-term outlook
Best For
Established families and individuals seeking stability
Pricing: Typically 0.75%–1.25% of assets under management
- Website: https://www.brewin.co.uk/
- Phone: 020 3608 6176
- Address: 12 Smithfield St, London EC1A 9LA, UK
- Email: Enquiries@brewin.co.uk
Review: ★★★★☆ “Reliable and professional. My adviser really took the time to understand my family’s needs.”
2. Rathbones – “Preserving Wealth Through Generations”
Rathbones has earned a distinguished reputation as a pillar of the UK’s wealth management sector, trusted by families, charities, and institutions for over a century. With a strong emphasis on ethical investment and sustainability, they ensure portfolios are designed to stand the test of time while aligning with clients’ values.
Their approach is rooted in transparency, fostering confidence and clarity in every financial decision. By combining deep market expertise with a commitment to responsible investing, Rathbones helps clients grow and safeguard their wealth across multiple generations.
They place great importance on understanding each client’s unique aspirations, ensuring tailored strategies that reflect both current needs and future ambitions. Their forward-looking mindset embraces change while preserving the traditions that have defined their success. This balance of integrity, innovation, and personal service continues to attract those with a long-term vision for their wealth.
Speciality
Ethical and responsible investing solutions
Best For
Multi-generational families and charitable trusts
Pricing: Around 0.75%–1.00% of AUM
- Website: https://www.rathbones.com/
- Phone: +44 20 7399 0000
- Address: 30 Gresham St, London EC2V 7QN, United Kingdom
Review: ★★★★☆ “Excellent support and investment insights. A legacy-focused firm I trust.”
3. Charles Stanley – “Your Life, Your Wealth, Your Way”
Founded in 1792, Charles Stanley is one of the UK’s oldest and most trusted investment management firms, renowned for delivering highly personalised financial solutions. Their bespoke strategies are carefully crafted to align with each client’s goals, lifestyle, and risk profile, ensuring investments remain both relevant and resilient over time.
Clear and transparent communication lies at the heart of their service, allowing clients to make informed decisions with confidence. From wealth creation and preservation to retirement planning and legacy management, they provide guidance through every stage of life’s financial journey.
Charles Stanley’s advisers combine traditional values with modern market insight, offering a unique blend of stability and adaptability. This client-first ethos has allowed them to build lasting relationships founded on trust and measurable results. By tailoring every aspect of their service, they empower clients to shape their financial future exactly the way they envision it.
Speciality
Retirement planning and discretionary asset management
Best For
Professionals planning for retirement
Pricing: £250–£2,500 annual fee + ~1% of assets
- Website: https://www.charles-stanley.co.uk/
- Phone: 020 3627 5975
- Address: 25 Ropemaker St, London EC2Y 9LY, UK
Review: ★★★★☆ “Great value and detailed planning advice. Very hands-on and communicative.”
4. Cazenove Capital – “Discreet Advice, Global Perspective”
As the wealth management arm of the Schroders Group, Cazenove Capital offers a refined blend of discretion, expertise, and international reach. Specialising in the needs of high-net-worth individuals, entrepreneurs, and family offices, they deliver strategies that address both personal ambitions and complex intergenerational challenges.
Their holistic approach extends far beyond investment management, encompassing family governance frameworks, tailored philanthropic guidance, and meticulous succession planning. With deep market insight and access to global opportunities, they are adept at protecting and growing wealth in an ever-changing economic landscape.
Cazenove Capital places a premium on building trust, ensuring clients receive advice that is both confidential and strategically sound. Their team works closely with each client to align wealth with purpose, balancing present needs with long-term vision. This commitment to personalised, world-class service has made them a trusted partner for some of the most discerning families and individuals in the UK and beyond.
Speciality: Intergenerational wealth strategies and philanthropy
Best For: Entrepreneurs and ultra-high-net-worth families
Pricing: Typically 0.80%–1.20% of assets managed
- Website: https://www.cazenovecapital.com/
- Phone: +44 20 7658 1000
- Address: 1 London Wall Place, London Wall, Barbican, London EC2Y 5AU, UK
Review: ★★★★★ “Elite service. The team is deeply experienced in handling complex financial needs.”
5. Close Brothers Asset Management – “Your Partner in Personal Finance”
Close Brothers Asset Management has built its reputation on a rare combination of technical investment expertise and authentic, relationship-driven service. Serving individuals, families, and businesses, they offer a comprehensive suite of financial solutions, from wealth planning and investment management to retirement strategies and tax-efficient structuring.
Their dedicated advisers take the time to understand each client’s circumstances, aspirations, and values, ensuring every recommendation is tailored to support both short-term goals and long-term security.
Guided by a strong ethical foundation, they prioritise transparency, integrity, and responsible investment practices. Clients benefit from the stability of being part of the wider Close Brothers Group, a well-established name in the UK financial sector.
By integrating strategic insight with personal care, they create enduring partnerships that adapt to life’s evolving financial needs. This client-centric approach has cemented their place as a trusted ally in navigating complex financial landscapes.
Speciality
Tax-efficient investment and pension planning
Best For
Mid-career professionals with growing portfolios
Pricing: Approx. 0.85%–1.50% + planning fees
- Website: https://www.trinitybridge.com/
- Phone: +44 800 588 4064
- Address: 10 Crown Place, London EC2A 4FT
Review: ★★★★☆ “Helpful, jargon-free advice. I feel much more in control of my finances now.”
6. Evelyn Partners – “Integrated Advice, Exceptional Insight”
Born from the merger of Tilney and Smith & Williamson, Evelyn Partners has quickly emerged as one of the UK’s most dynamic and comprehensive financial service providers. Their strength lies in offering both personal and business financial solutions seamlessly under one roof, catering to individuals, families, entrepreneurs, and corporations alike.
This integrated approach allows clients to benefit from coordinated strategies that address every aspect of their financial world from investment management and tax planning to business advisory and succession strategies. With deep expertise across multiple disciplines, their team delivers insight that is both exceptional and actionable.
Evelyn Partners prides itself on building long-term relationships, ensuring advice evolves in line with life changes and market conditions. Their combination of scale, heritage, and innovation positions them as a trusted partner for those seeking clarity and efficiency in managing complex financial affairs. By uniting personal care with professional depth, they offer a truly holistic wealth management experience.
Speciality
Business and personal wealth integration
Best For
Business owners and high-net-worth individuals
Pricing: Around 0.75%–1.25% depending on service tier
- Website: https://www.evelyn.com/
- Phone: 0207 131 4000
- Address: 45 Gresham St, London EC2V 7BG, UK
Review: ★★★★☆ “A top-tier team with an impressive knowledge base across both personal and corporate finance.”
7. Saltus Wealth – “Smart Investing for Modern Lives”
Saltus Wealth has carved a niche in the UK’s wealth management landscape by combining cutting-edge technology with a deeply personalised approach. Their smart portfolio strategies are designed to adapt quickly to changing market conditions, ensuring clients’ investments remain both resilient and growth-focused.
Known for their agility, they respond swiftly to economic shifts, leveraging data-driven insights to optimise performance without losing sight of individual client goals. Transparency is at the heart of their ethos, with clear reporting and open communication fostering trust at every stage. Saltus serves a diverse clientele, from professionals and entrepreneurs to families seeking long-term stability, tailoring solutions that fit modern lifestyles.
Their innovative use of digital tools enhances efficiency while maintaining a human touch through experienced advisers. By blending tech-driven intelligence with hands-on guidance, Saltus Wealth delivers an investment experience that is both forward-thinking and refreshingly clear.
Speciality
Data-driven portfolio performance and automation
Best For
Tech-savvy professionals and younger HNW clients
Pricing: Approx. 0.70%–1.20% of AUM
- Website: https://www.saltus.co.uk/
- Phone: +44 1489 663700
- Address: 16 Palace St, London SW1E 5JD
Review: ★★★★☆ “Modern, intuitive, and effective. They’re really changing the way wealth is managed.”
8. Killik & Co – “Independent Thinking, Personal Service”
Killik & Co has earned its standing as one of the UK’s most approachable and client-focused investment firms, recognised for making wealth management accessible to all. Their philosophy centres on empowering clients through education, ensuring every financial decision is made with clarity and confidence.
Whether serving first-time investors or seasoned high-net-worth individuals, they tailor strategies that align with each client’s ambitions and comfort level. Independence is a hallmark of their service, allowing them to provide truly objective advice free from the constraints of larger institutions.
Beyond portfolio management, Killik & Co offers a wide range of financial planning services, including retirement, inheritance, and tax strategies. They place a strong emphasis on open dialogue, fostering relationships built on trust and transparency. By combining personal service with independent thinking, Killik & Co helps clients take control of their financial futurewhatever their starting point.
Speciality
Educational approach to investment and savings
Best For
First-time investors and financially curious families
Pricing: Fixed advice charges + custom advisory fees
- Website: https://www.killik.com/
- Phone: +44 20 7337 0777
- Address: 46 Grosvenor St, London W1K 3HN
Review: ★★★★☆ “They helped me get started with investing, and I’ve learned a lot along the way.”
9. Stonehage Fleming – “Global Wealth, Private Perspective”
Stonehage Fleming stands among the world’s leading multi-family offices, delivering discreet and highly sophisticated wealth management to ultra-high-net-worth families. With operations spanning key financial centres globally, they provide clients with both local expertise and international reach.
Their services extend beyond investment management, encompassing strategic wealth planning, intergenerational legacy preservation, and bespoke philanthropic advisory. By understanding the complex needs of wealthy families, they create integrated solutions that safeguard assets while supporting long-term ambitions.
A hallmark of their approach is the combination of institutional-level resources with the personal attention of a dedicated private office. They work closely with clients to align family governance, values, and financial structures for enduring impact. This blend of global capability and private perspective makes Stonehage Fleming a trusted guardian of significant, multi-generational wealth.
Speciality
Complex multi-jurisdictional wealth structuring
Best For
Global families and intergenerational estates
Pricing: Bespoke pricing based on client complexity
- Website: https://www.stonehagefleming.com/
- Phone: +44 20 7087 0000
- Address: 6 St. James’s Square, London SW1Y 4JU
Review: ★★★★★ “Exceptional discretion and expertise in managing our family’s global assets.”
10. James Hambro & Partners – “Where Expertise Meets Personal Service”
James Hambro & Partners is a boutique wealth management firm that combines deep market expertise with an unwavering focus on personal relationships. Maintaining a deliberately low adviser-to-client ratio, they ensure each client receives attentive, highly tailored guidance.
Their team of experienced advisers takes the time to understand not just financial goals, but also the personal motivations and values behind them. Services span investment management, financial planning, and estate structuring, with strategies crafted for long-term growth and security. By avoiding a one-size-fits-all approach, they deliver advice that is as individual as the clients they serve.
Collaboration is central to their ethos, with advisers working alongside clients to adapt strategies as needs evolve. This relationship-first philosophy has established them as a trusted partner for those seeking both expertise and genuine personal care in building and protecting wealth.
Speciality
Boutique wealth planning with institutional strength
Best For
Clients seeking bespoke, high-touch advisory relationships
Pricing: ~0.65%–1.00% depending on services
- Website: https://www.jameshambro.com/
- Phone: +44 20 3817 3500
- Address: 45 Pall Mall, London SW1Y 5JG
- Email: enquiries@jameshambro.com
Review: ★★★★☆ “Professional and truly personal. They understand wealth management is about people, not just money.”
What Types of Clients Do These Wealth Managers Typically Serve?
London’s leading wealth management companies serve an extensive variety of clients, but they especially cater to those with significant financial complexity.
High-Net-Worth Individuals
These are clients with at least £1 million in investable assets. Their financial needs go beyond simple portfolio management, often involving bespoke tax planning, estate structuring, and legacy planning.
Family Offices and Multi-Generational Wealth
Many firms focus on preserving family wealth across generations. Services include trust setup, intergenerational transfer, and family education initiatives.
Business Owners and Entrepreneurs
These clients often require dynamic financial strategies, particularly around succession planning, business sale preparation, and tax optimisation.
Which Financial Services Are Common Among Top Wealth Firms?
While services differ slightly by firm, there are key offerings found consistently among London’s most respected wealth management companies.
Investment Management
Firms develop diversified portfolios based on the client’s goals and risk appetite. Services may include ethical investing, ESG screening, and alternative asset exposure.
Retirement and Pension Planning
Long-term strategies such as SIPPs, annuities, and drawdown plans are built to secure a stable post-retirement income.
Estate and Tax Planning
Specialists ensure clients’ assets are protected from unnecessary tax liabilities while simplifying inheritance processes and facilitating smooth wealth transfer.
Private Banking Services
Some firms offer exclusive banking services, including bespoke lending, lifestyle financial planning, and high-interest savings accounts.
How Much Does Wealth Management Cost in London?
Understanding costs is critical before engaging with a wealth manager. Firms typically charge in one of three ways: percentage-based, fixed fees, or performance-based pricing. Below is a breakdown of how fees compare across London’s top firms.
Fee Structures and Minimum Investment
| Firm Name | Fee Type | Fee Range (Approx.) | Minimum Investment | Fee Transparency |
| Brewin Dolphin | % of AUM | 0.75% – 1.25% | £250,000 | High |
| Rathbones | Tiered % of AUM | 0.75% – 1.00% | £500,000 | High |
| Charles Stanley | Fixed + % of AUM | £250–£2,500 + 1% | £200,000 | High |
| Cazenove Capital | % of AUM | 0.80% – 1.20% | £1,000,000 | Moderate |
| Close Brothers | % of AUM + Planning Fee | 0.85% – 1.50% | £250,000 | High |
| Evelyn Partners | % of AUM | 0.75% – 1.25% | £250,000 | High |
| Saltus Wealth | % of AUM | 0.70% – 1.20% | £150,000 | High |
| Killik & Co | Fixed + Advisory Charges | £750 + bespoke % | No strict minimum | High |
| Stonehage Fleming | Retainer + % of AUM | Customised per client | £1,000,000+ | Customised |
| James Hambro & Partners | % of AUM | 0.65% – 1.00% | £500,000 | High |
Note: AUM = Assets Under Management
Cost Transparency and Value
The most client-friendly firms provide a complete breakdown of fees up front, with ongoing reporting on how fees impact portfolio performance. While some firms offer more competitive rates for larger portfolios, clients should weigh the quality of service and bespoke advice against the cost.
What Makes a Wealth Management Firm Truly Client-Centric?
Client-centricity isn’t just a buzzword. it’s the backbone of effective wealth management. London’s top firms demonstrate this in several distinct ways.
Tailored Solutions
The best firms start with a deep understanding of the client’s financial goals, risk tolerance, and life circumstances. This ensures advice and strategy aren’t just effective, but personal.
Ongoing Engagement
Annual reviews, quarterly check-ins, and accessible advisers make for a strong ongoing relationship that adapts to changes in the client’s life or financial landscape.
Ethical and Responsible Stewardship
Trustworthy advisers place clients’ interests above commission-based incentives. Many now offer ESG-compliant investment strategies reflecting clients’ values as well as financial goals.
How Can Investors Evaluate the Credibility of Wealth Advisors?
Before engaging a firm, it’s crucial to verify its credibility and the competence of its advisers.
Verify FCA Registration
Use the FCA Register to confirm a firm’s regulatory status and review any past enforcement actions.
Review Third-Party Ratings
Platforms like Google Business, Trustpilot, and VouchedFor provide valuable client feedback.
Seek Referrals or Testimonials
Hearing directly from current or former clients can reveal the firm’s client service quality and actual results.
What Innovations Are Reshaping Wealth Management in the UK?
The future of wealth management is increasingly digital and values-driven.
Digital Transformation
Many firms now offer secure portals and mobile apps for portfolio monitoring, document uploads, and real-time communication with advisers.
ESG and Impact Investing
Growing client demand has prompted firms to provide investment options that align with sustainability, governance, and social responsibility.
Hybrid and Robo-Advisory Models
Some firms now offer hybrid advisory models that blend human expertise with AI tools to cater to clients seeking cost-effective options.
Conclusion
The top wealth management companies in London distinguish themselves through deep industry expertise, client-first strategies, and ethical financial planning. Whether you’re seeking retirement security, inheritance planning, or investment growth, these firms provide the guidance and personalisation needed to navigate the complexity of wealth.
With transparency, regulatory oversight, and evolving digital platforms, London’s wealth managers continue to be among the best in the world. Selecting the right partner begins with understanding your own goals and then finding the firm that aligns with them best.
FAQs About Wealth Management Companies in London
What’s the typical minimum investment to work with a wealth manager in London?
Minimums generally range from £150,000 to £1 million, depending on the firm and the level of service required.
Are wealth management companies regulated in the UK?
Yes, they must be authorised by the Financial Conduct Authority (FCA), ensuring they meet ethical and operational standards.
Do wealth managers assist with family succession planning?
Yes, most top firms help structure trusts, wills, and estate plans to support wealth transfer across generations.
Is wealth management only for the ultra-wealthy?
No, many firms offer scalable services and entry-level portfolios for clients with modest investable assets.
What are typical fees for London-based wealth managers?
Fees range from 0.65% to 1.5% of AUM, with some firms offering fixed or performance-based pricing.
Can clients request ethical or ESG-focused portfolios?
Absolutely. Most firms now offer ESG-compliant and socially responsible investment strategies.
How often should clients meet their wealth manager?
At a minimum, clients should review their financial plans annually, but many firms offer quarterly or on-demand meetings.