Wealth management
PwC Wealth Advisory provides specialist investment and strategic planning services for wealthy individuals and families. Within our comprehensive Private Client business, we offer a broad, trusted and truly impartial perspective to protect and manage our client's wealth.
Our approach is disciplined and methodical, starting with a detailed understanding of our clients, their attitude to risk and overall objectives.
We can advise on:
- investment consulting advice (e.g. recommending an appropriate strategy, including a review of any existing portfolio);
- implementation of strategy as required (e.g. placing investments on best terms, identifying and instructing third party investment managers);
- portfolio reviews - annual review of investments and strategy;
- transactional investment advice as required;
- advice to executives;
- pension scheme planning and investment advice;
- the regulated aspects of inheritance tax planning;
- maximising tax-efficient structuring around agreed investment approach; and
- treasury management.
Key contact:
Bruce Saunderson
Email Bruce | Tel: +44 (0)141 355 4352
