Discretionary and advisory managers whose mandates are built around balance sheets measured in tens of millions and above, where consolidated reporting and bespoke mandates matter more than model portfolios.
This section of the UK Private Wealth Adviser Index is compiled editorially by UK Private Wealth Magazine. Organisations are listed alphabetically. Listing is not an endorsement, and commercial participation has no effect on whether an organisation appears here or where it appears.
Directory available · 8 organisations
Inclusion in the Index is editorial and is not financial, investment or tax advice, nor a recommendation. Check a firm's current regulatory permissions directly with the relevant regulator before appointing it.
Listed alphabetically. Order carries no ranking, score or preference.
Wealth Management · Private Banking · Financial Planning
London, Manchester, Nottingham, Cambridge, Norwich — part of Quintet Private Bank
Wealth manager and private bank with approximately £9 billion in assets under management, built through a series of UK acquisitions including NW Brown & Co and The Roberts Partnership. Provides investment management, financial planning and private banking services, and operates as the UK arm of Luxembourg-headquartered Quintet Private Bank.
Wealth Management · Family Office Services · Charities & Trusts
London, UK — national network
Wealth management arm of Schroders, combining a global asset manager's investment capability with a private banking heritage spanning over 200 years. Advises private clients, family trusts, charities, companies and pension plans, with a dedicated team serving large families and family offices on investment, trusts, private banking and philanthropy.
Multi-Family Office · Private Equity & Real Estate Access · Merchant Banking
London, Geneva, Jersey — global offices
Founded in 2004 by Daniel Pinto, Stanhope Capital grew into one of the largest independent wealth management and advisory groups through mergers with US-based FWM Holdings (Forbes Family Trust, LGL Partners, Optima Asset Management) and Luxembourg's Arche Associates. The firm rebranded as Corient in 2026. It runs its own investment vehicles, including the Stanhope Entrepreneurs Fund and a German Real Estate Fund, and is a signatory to the UN Principles for Responsible Investment.
Wealth Management · Financial Planning · US-Connected Client Services
London (HQ), with offices including Leeds, Bristol and Jersey
UK wealth management partnership owned by LGT Group, the international private banking and asset management group controlled by the Princely Family of Liechtenstein. Provides portfolio management, financial planning and private office services to high-net-worth individuals, including a dedicated offering for US-connected clients. Winner, Wealth Management Excellence, City of London Wealth Management Awards 2025.
FCA: Company registration: OC329392 (England and Wales) · Regulated by the FCA
Wealth Management · Estate & Succession Planning · Philanthropy
London, UK and Channel Islands
Wealth management arm of Rothschild & Co, advising UHNW individuals, entrepreneurs and business owners, philanthropists, charities and trusts on investment strategy, portfolio management and broader financial planning including succession. The Rothschild family remains directly involved in leading the business.
Multi-Family Office · Investment Management · Family Governance
London, UK
Multi-family office tracing its roots to the Scott family's Provincial Insurance business, formed after a 2014–15 merger between SandAire and fellow London multi-family office Lord North Street. Now majority-owned by Cazenove Capital (Schroders), Sandaire serves around 45 families and is a member of the Wigmore Association, an international network of multi-family office leaders.
Family Office Services · Investment Management · Fiduciary & Succession Planning
London, UK — international offices
Independent family office and wealth management group serving UHNW families and individuals, with client funds under management reported at £134 billion. Services span investment management, fiduciary services, tax advice, strategic investment consulting and succession planning.
Global Wealth Management · Investment Advisory · Cross-Border Services
London, UK — part of global UBS network
UK wealth management operation of UBS, the Swiss global financial services group, serving UHNW clients with cross-border investment and advisory capability.
Organisations are identified through UK Private Wealth Magazine's editorial research and through applications and nominations received on this site. Every entry is reviewed before publication, and entries are recorded only at the level the source material supports — where a website, regulatory statement or third-party recognition has not been confirmed, it is omitted rather than estimated.
Listings are presented alphabetically. Commercial placements are shown separately and labelled. The Index does not publish ratings, scores or rankings.
Firms working in private wealth managers — uhnw can apply for inclusion. Family office principals and wealth owners can put forward an adviser for the Family Office Choice nomination programme. Corrections to an existing entry are welcome at any time.
Meet the individuals
The Adviser Index lists organisations. Private Wealth Experts is the separate, individual-level record of approved professionals.
Editorial recognition
Editor's Selections recognise individual practitioners on the basis of published work. They are editorial and cannot be purchased.
