Wealth Management

• From protecting and preserving your wealth to investing and planning for retirement, we will ensure your wealth works for you. We offer objective and pertinent advice to our clients as trusted partners.  

• With a reputation for managing the financial needs of exceptional people, SFO's unique approach to wealth management centres on objective and pertinent advice, driven by intelligent and trusted relationships.

Understanding Your Needs

• From planning for retirement or protecting and preserving wealth, SFO's wealth managers offer objective advice and solutions. Working seamlessly with private bankers and teams of specialists ensures suitable recommendations for every aspect of your wealth.

Investment Services

• High-touch investment expertise is the hallmark of investment management at SFO. Our risk-based approach to portfolio construction ensures a breadth of precisely developed investment solutions in keeping with your full wealth picture.

Wealth Management Advice Service

• With an in-depth understanding of the intricacies of wealth, every aspect of our advice - from assessment to delivery and implementation - is tailored to your unique requirements.

Expert Advice

• Each of our wealth managers is accredited beyond industry standards, ensuring the highest expertise.

Tailored Recommendations

• Strategic recommendations driven by informed insight into every aspect of your wealth.

Responsible Investing

• Environmental, social and corporate governance factors are at the heart of our investment process.

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• Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

SFO Investments

• SFO offers astute advice across a range of investment and portfolio services. Drawing on a broad range of investment vehicles and structures, we will devise strategies to meet your long-term goals, aligned to the complexity of your financial circumstances.

Discretionary

• Investment portfolios managed by a high-calibre team of experts with a proven track record.

Advised

• Unstinting access to SFO's investment expertise, empowering you to make the final investment decision.

Dealing & Exchange

• A dedicated line offering real-time equity, bond and FX trading and market updates.

How Can They Work For You ?

• Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Wealth Planning

• Our specialist advisers can help with all your financial planning needs, from ISAs to investing, pensions to philanthropy. We’ll help you make the most of your money in your lifetime and leave it to your loved ones in the best possible way. And if your plans include supporting a worthy cause you care about or ensuring the longevity of your business, we can advise you on that too.

FINANCIAL PLANNING

SFO INSTITUTE

CHARITY SERVICES

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• Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Alternative Investing

• Centuries of dealing with wealthy people has given us a deep understanding of the journey our clients undertake as their wealth evolves.

Company Investments

• Connecting those with the potential and impetus to drive business growth with the companies of tomorrow.

Real Estate

• Highly experienced with invaluable connections to guide residential and commercial investors through the property cycle.

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• Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.