AWD launches Advanced Wealth Management service

clock

AWD Chase de Vere is launching a bespoke wealth management service offering sophisticated financial planning techniques to high net worth clients, reports Professional Adviser .

Advanced Wealth Management (AWM) will be available to clients earning £150,000 gross or who have £600,000 chargeable assets, and to charities with £500,000 net to invest. Markas Gilmartin, adviser director AWD Chase de Vere Wealth Management, said the service will be a "fusion between a private bank and a high-end IFA service, providing excellent service with novel investment structures and top-end strategic planning." He added: "We would consider the private banks to be our rivals." The service will provide a bespoke, niche service for the high net worth client, or for those with compl...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Bikes, bias and the quest for outperformance

Bikes, bias and the quest for outperformance

I'm a disciple of the philosophy espoused by Lotus founder Colin Chapman: 'Add lightness'

Tobias Bucks
clock 14 July 2025 • 5 min read

Watch Professional Adviser's Working Lunch with Schroders - Beyond the Pulse: Essential insights for financial advisers in 2025

Catch up on the discussion

Professional Adviser
clock 10 July 2025 • 1 min read
Investors 'do not understand' implications of private markets investing

Investors 'do not understand' implications of private markets investing

House of Lords Financial Services Regulation Committee looked at the issues

Linus Uhlig
clock 09 July 2025 • 1 min read