AFH Private Wealth
Holistic approach to your wealth and investment goals
A personal approach to building long-term partnership
Working with your dedicated client executive and adopting a truly holistic approach, AFH Private Wealth provides a tailor-made service to managing your wealth and financial goals.
We create bespoke investment portfolios, aligned with your aspirations and attitude to risk, which can be managed on a Discretionary or Portfolio Managed Service (Advisory) basis.
Your dedicated client executive will take the time to carefully evaluate and assess your circumstances, aspirations and risk appetite before any decisions are made. Supported by a team of in-house experts including our investment research team, we will create a dynamic portfolio that is designed to grow with you and reflect your evolving objectives.
Here’s what to expect
Personalised advice & relationship management
We actively listen and work with you to understand your financial circumstances and goals and will work with you to achieve them.
A dedicated team of experts
From building a strategy based on your aspirations and risk appetite to ongoing check-ins and guidance; your client executive and supporting team of in-house specialist are here for you.
High quality, independent advice tailored to your needs
We build financial and investment solutions based on your needs, not on our products or solutions.
Access to your investment portfolio 24/7
Monitor your investments on the go, on any device, from anywhere in the world with our next generation WealthHUB client portal.
How we work
We take great care in assembling a team of specialists who will work together to ensure all your financial and investment goals and objectives are met.