Westminster Wealth Management offers investment advice to trusts, families, individuals and companies. This involves the tax efficient management of both cash and non-cash assets. The objective of the Westminster asset management offering is to ensure total client satisfaction.

This objective is achieved through a clearly defined investment strategy and process, concise and frequent client communication together with personal service of the utmost integrity and continuity. In today’s economic climate it is the preservation of wealth in all market conditions together with the desire to generate returns above cash that is the fundamental goal of many clients.

In keeping with what you would expect from a professional firm, we sit on the side of the client and are wholly independent. Westminster is not tied or allied to any one bank or financial institution and is therefore refreshingly unrestricted in the scope and innovation of its solutions.

For six & smaller seven figure mandates we will generally manage portfolios in-house on an advisory basis, keeping costs to an absolute minimum, avoiding active managers when cheap market exposure is appropriate and securing institutional rather than retail rates for investors when an active manager is warranted.

For larger seven & eight figure mandates an active discretionary trading approach is often preferred for at least a proportion of wealth. In this instance, we act as intermediary between our clients and any one of a host of private banks and fund management groups. We ensure that the chosen investment house is performing in line with both client expectations and the manager’s peer group. We review this continually and move mandates whenever necessary. In most instances our fully disclosed fees are offset via discretionary manager retrocessions and consequently this invaluable layer of protection for clients and trustees can be provided at little or no extra cost.

Past performance is nor a guide to, nor does it guarantee future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested