UK Wealth Management

UK wealth management solutions

Our London office can provide and manage a number of wealth management solutions for our discerning clients. In addition to other services already mentioned, we offer estate planning services, including will writing and dealing with probate. We can provide expert support and assistance to non-UK clients who have relatives in the UK and also where there are international or cross-border inheritance matters to be considered. We also focus on bespoke investment products and services, targeting niche areas of the financial services market where investors do not currently have many freely-available choices of provider, placing emphasis on alternative asset classes including hedge funds, private equity, real estate and commodities. In addition, we undertake the provision of financial advisory services to institutions and corporation. This includes corporate finance, capital raising and strategic advice, together with the provision of advisory and management services to offshore fund vehicles.

Portfolio and property services

Portfolio and property services. When you need advice on the choice of investment manager, Apex Fiduciary can assist by suggesting a range of experienced firms, offering a variety of investment strategies. Once appointed, the portfolio will be routinely monitored by us to ensure that the chosen firm is performing in accordance with your chosen strategy. We also offer a bespoke property investment service, where we can assist in the acquisition of a portfolio of properties, establish holding companies, and arrange ongoing management and provision of finance.




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