Wealth Management

Protect Your Future

The pace of life leaves little time for everyday financial obligations, let alone managing investments or financial planning for you and your loved ones. At Shard Capital we know that everyone’s financial needs differ, which is why our wealth management service focused on what really matters to you. From the outset, we ask you to take the time to meet with us, as it allows us to get a clear picture of your personal and financial circumstances and your needs and objectives for the future. Our team of highly qualified specialists are experienced in dealing with complex financial affairs, whether you are a private investor, high net worth individual or a family business.

Our wealth management capabilities span everyday domestic concerns such as pensions, Inheritance planning and managing broader finances, through to family or offshore investor needs – often involving substantial income or assets. We focus on preserving and growing wealth by combining financial expertise with intelligent, tactical asset allocation based on first-class research. Continuous monitoring and active management ensure optimal performance, tailored to your requirements and circumstances throughout your investing life.

At A Glance

  • Investment Planning
  • Offshore Investments
  • Retirement and Estate Planning

Is It Right For You?

Experience level

All Levels.

Minimum investment

No minimum

Who can open an account?

We welcome individuals and corporates from the UK and a broad range of countries. Please speak to a member of the team for more information.

Tax efficient?

It can be. We can help you take advantage of tax-free allowances or beneficial products such as ISAs. Check out related products for more information.

What account should I open?

For our wealth management service, you can take advantage of our tax efficient ISA account, a SIPP account, our Primary Account, or, depending on your level of investment, a combination.