Wealth Management

Does anyone have any good recommendations for a good Wealth Manager or a bank that provides good Wealth Management? Thanks so much x

Most big banks offer it but Julius Baer or Mirabaud

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It gets a bad rap in the press, but I’ve only got good things to say about St James’ Place.


I used to be with St James’ Place but they charge high fees and the service has declined, so I went to Quilter. But am now considering Hargreaves Lansdown - lower fees.

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Not advice by any means, but my experience with this sort of thing is you get what you pay for. Personally, Hargreaves is too much of a supermarket gamble and the advice isn’t nearly as personalised.


Depends what services you require. Happy to point you in the right direction if helpful. Lottie

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Rowan Darlington and Delaunay Wealth. Both really easy to deal with and a service that feels personal and tailored to you.

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