Wealth Management

Understanding your objectives and tolerance of investment risk is key to our wealth management proposition. Only by understanding exactly what you are trying to achieve, and therefore the returns required, can we effectively advise on the types of assets that should be included within your portfolio. For many clients preserving the value of wealth in real terms is paramount. For others, where timescales are longer, a more aggressive mandate can de adopted. Whatever the objective, understanding your current and likely future tax position means that your portfolio can be structured to minimise tax and maximise returns.

Portfolios may include quoted shares, collective investment vehicles (both passive and actively managed), AIM or unquoted shares, fixed interest securities, commodities, hedge funds, structured products, alternative asset classes and cash. Where niche investments and/or an active management style is required, investment management may be delegated to third parties.

Our wealth management services are offered to individuals, trusts and companies.

We aid trustees in preparing and reviewing their investment policy statement and help them to meet their obligations under the Trustee Act 2000 by monitoring performance against benchmarks, exposure to risk and compatibility with investment objectives.

Key Contacts

Adrian Biles:
adrian.biles@culverholdings.com
Culver Financial Management
53, The London Fruit & Wool Exchange, Brushfield Street
London E1 6EU
Mobile: - +44 (0) 78 0224 2472
Telephone: - +44 (0) 20 7456 1353

Richard Brazier:
Richard.Brazier@culverholdings.com
Culver Financial Management
Doncastle House
Bracknell RG12 8PE
Mobile: - +44 (0) 79 1739 0344
Telephone: - +44 (0) 13 4478 3848