Wealth Management

This is the process by which Holden & Partners actively manages the investments of our clients. While we can offer the same range of investments as a stock broker, our offering is distinct because we stand alongside a client and provide advice rather than solely managing the assets on a discretionary basis. This means the client is involved at all times in the decision making process.

In total, our clients have in excess of £200m in investment assets which are held personally, or within pensions, trusts or charities.

Our clients’ objectives are financial but also can be social, ethical or charitable and many of our clients seek our advice specifically because of our expertise in the area of ethical and environmental investments also known as Socially Responsible Investment (SRI).

The minimum size of portfolio upon which we provide our wealth management service is £100,000.