Wealth Management

Collins Stewart Wealth Management is an award winning investment manager and stockbroker committed to providing our clients with a broad array of independent wealth management services.

Our services are based around a dedication to traditional, personal client service, enhanced through the use of technology and the latest portfolio management techniques. Drawing upon our offshore heritage and independence, our forward thinking approach has helped us deliver a sophisticated, open architecture investment proposition for our growing, international client base.

As a division of Collins Stewart plc, we have assets of £7.9bn under management and administration (as at 31/12/10), on behalf of over 9,000 clients, managed in London, the Channel Islands, Isle of Man and Geneva. Our core client offering comprises Discretionary Portfolio Management, Stockbroking and Investment Funds across a broad range of asset classes tailored for private clients, intermediaries and charities.