Wealth management

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 Investment Managers and Advisors are 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, not least Pensions, Inheritance Planning and managing broader finances, often involving substantial income or assets. As Shard Capital is independent, no client is ever shoe-horned into choosing one of our own products over another, and our partnerships across the City mean you can maintain a single point of contact for a range of services.

At a glance

  • Investment Planning
  • Offshore Investments
  • Retirement and Estate Planning
  • Investor Visas
  • Mortgages*
  • Will Writing, Trusts and Probate*
*services provided by selected partners

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

Apply for an account

Need help with this service?

+44 (0)207 186 9960

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