Wealth Management

Private Office Group Global is one of the World's leading private office companies. A multi billion pound global business with offices in 27 countries, employing over 560 full time staff, the Group advises on inheritance tax and succession planning. wealth management and asset allocation, pension and life assurance planning, tax planning legal services and private philanthropy services to Billionaires, CEOs, Sovereignties, multi-millionaires and A-list celebrities.

Clients with large families and significant wealth appreciate our extensive experience and advice in relation to their broad range of assets, interests and personal objectives. All of your financial affairs are managed under one roof, and the person responsible for managing your arrangements will deal with all advisers and specialists so you don't have to.

Established in 1902 to advise our wealthiest clients, our Private Office has built a reputation on unstinting levels of service and advice. We provide exceptional private banking and wealth management services to a select group of clients, including those who are non-domiciled, and who expect total discretion.

"In spite of our continued growth, our Private Office has maintained the personal touch for which we are renowned. Continuous communication ensures trusting relationships with our clients and a breadth of innovative solutions that are driven by their requirements. It's our ability to challenge and provoke thought amongst our clients in matters pertaining to their wealth, coupled with our extensive connections, that sets our Private Office apart."

John Burke, Managing Director

We advise individuals and families, many of whom have business and charitable interests. A growing number of new clients see their capital vulnerable to inflation, further tax demands, dwindling investment returns, growing family needs, and waiting and doing nothing is no longer an option. Advice is important and not easy to find. Often, a high level personal service can only be found in a leading bespoke firm which, like us, take pride in adopting a lower profile.

Our advice covers a wide range of asset classes and particular business situations where our currency capabilities can solve specific problems. As well as giving advice on traditional asset classes, we will analyse investment opportunities brought to us for our informed view of risk, expected return and liquidity.

Our aim is for each client to feel that they have made the right choice in coming to us for informed and impartial advice and experienced investment management.