Why Choose Private Wealth Management | Resources

About
Clients
Brochure
Services
Services
A boutique house for property wealth guardianship
Family Wealth Services
Every family is unique, and at Maritime Capital we approach each relationship as such.
Learn more
Non-Executive Directors
Bringing peerless expertise to your portfolio.
Learn more
Property Services
Maritime Capital's comprehensive property asset management services are designed to grow your wealth through astute, high-performance investment decisions.
Learn more
View all services
Partners
Track Record

Why choose private wealth management?

When managing your wealth, choosing the right partner is crucial. Whether you have recently inherited wealth or built your resources over many years, navigating the complex financial landscape can be daunting.

This is where private wealth management comes in.

What is private wealth management?

Private wealth management is a branch of investment and financial planning tailored specifically to high net worth and ultra high net worth individuals, affluent families and family offices.

It involves a holistic approach to managing wealth, incorporating various aspects such as investment management, tax and estate planning, retirement planning and more.

Whether you’re transitioning from private banking or looking to move away from lower-fee solutions that don’t meet your expectations, private wealth management gives you access to a dedicated team with the resources and expertise to manage significant assets under management.

The focus is on aligning the services with wealthy clients' individual needs and financial objectives.

Why choose private wealth managers?

A private wealth manager or a team of private wealth advisors provides a highly personalised approach to wealth management services.

They offer deep experience and expertise in a diverse range of investment strategies and opportunities, including alternative investments not typically available through other investment methods.

With a dedicated team working on your behalf, private wealth management allows for a comprehensive perspective on your finances.

They can manage all aspects of your wealth, from property portfolio management to planning for major life events.

Private wealth management services also provide access to a broad range of services typically reserved for institutional investors.

Tailored services for unique financial needs

Private wealth management is never a one-size-fits-all solution.

Wealthy individuals and affluent families often have unique circumstances that require tailored strategies and specific services.

Independent wealth managers provide a holistic approach to managing your assets, aligning your financial objectives with long-term planning that supports your lifestyle, values and legacy.

Unlike larger financial institutions or those who serve large corporate entities, independent financial advisors focus on bespoke wealth solutions.

They take the time to understand your family members’ needs, your goals and your risk tolerance, offering personalised advice and comprehensive services that evolve as your wealth grows.

WEALTH MANAGEMENT FAQS

What is the difference between private banking and private wealth management?

While both focus on serving high net worth clients, private banking focuses primarily on traditional banking services from financial institutions like loans and deposits, along with some investment services.

A private banking client might benefit from convenience and access to certain perks, but private wealth management provides access to a wider selection of investment services and strategic guidance.

Whereas private bankers may sell proprietary products, private wealth managers focus on the client’s wealth overall, as well as their financial goals, offering truly independent advice that prioritises your interests.

Private wealth management is a more comprehensive personal finance service, focusing on a wide range of wealth planning and management aspects including estate planning, risk management, tax planning and philanthropic planning.

Are the fees higher for private wealth management services?

While it may be the case that private wealth managers charge higher fees compared to other investments, the value they deliver often outweighs the cost.

Most clients value the transparency, dedication and depth of service that come with it. In fact, by considering additional costs early and factoring in the value of strategic planning, tax mitigation and risk management, clients often see a stronger return on investment over time.

Independent wealth managers are not incentivised to sell proprietary products, meaning the investment advice you receive is more aligned with your needs and goals.

The deep experience and resources they bring can help individual high net worth investors better manage their wealth, achieve long-term financial goals and navigate complex property and financial markets.

Who should I choose to work with?

Choosing private wealth management is about entrusting your wealth to a dedicated team of independent wealth managers that values your interests above all else.

It's about gaining access to a wide range of investment opportunities and financial planning services and receiving personalised advice based on your interests, your risk tolerance and your financial goals.

Whether you're planning for retirement, navigating major life events or seeking to grow your funds, a private wealth manager can provide the expert guidance you need.

Remember, managing wealth isn't just about the finances; it's about creating a strategy that supports your lifestyle, values and legacy. With private wealth management, you're not just investing your wealth, you're investing in your future.

Private wealth managers are there to support not only your individual journey but also the broader interests of your family office or multi-generational estate.

For many affluent investors, it’s not just about finding investable assets, it’s about securing a trusted relationship that adapts with your changing circumstances.

Maritime Capital are wealth guardians specialising in UK property, looking after family offices and private clients with a minimum portfolio value of £50m.
We offer a bespoke private wealth management service with a focus on mentoring, nurturing and safeguarding high net worth individuals' wealth through astute property investments, leveraging our deep experience and expertise to deliver tailored property solutions that align with your financial goals.

Get in touch