Whether you're a well-informed investor managing your own investments and in need of specialist advice, or if you're looking for support and a more focused approach to managing your wealth, the AFH Private Wealth offering could be invaluable to future-proofing your finances.
Our array of private wealth management services can cater to your individual advice and investment management needs. Whether it be the way we're able to combine financial
planning (through the AFH Group) with investment management, or simply in the precision and focus we use to manage your investments, we have a distinct touch in all that we do.
With a team of in-house specialists, you’re backed by a wealth of skill and experience. We can combine tailored advice to support your financial goals, with the ability to implement solutions across the entire marketplace, giving you ultimate control and the security of knowing your dedicated AFH client executive will always be by your side.
You should seek independent financial advice that takes your individual circumstances into account prior to proceeding with any course of action.
With our Discretionary portfolio management service, your dedicated client executive will take on the day-to-day management of your investments, applying their experience to make investment decisions on your behalf. If you’re looking for more control, our Advisory portfolio management service might be right for you, with your client executive managing your investments on a day-to-day basis, but referring to you before making any investment decisions.
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You can choose from two services: Advisory dealing and Execution-only. Advisory dealing enables you to take stock-specific advice from your client executive and use it to make your own investment decisions on individual stocks. With Execution-only, you make your own investment decisions, and we’ll execute the trades once you instruct us – the ideal option if you have a clear idea of the stocks you plan to buy and sell.
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An ISA (individual savings account) forms an essential part of any investment proposition, particularly as it ensures your funds are managed as tax-efficiently as possible. Your client executive will work with you to ensure that, whichever service you choose, your investment makes the most of any ISA allowance available.
We provide comprehensive solutions that take into account the challenges facing charity trustees. Your dedicated client executive will focus on optimising investments in the long term, to meet your charity’s objectives.
Looking for a particular service other than wealth management? Find out more about our other specialised services here.
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