Fiducia eyes move to family office model

clock

Fee-based adviser Fiducia Wealth Management is to align with a number of professional services firms next year as it eyes a family office model that will be "indispensable" to clients.

The company is looking to work with accountants, lawyers and tax advisers so its clients can see specialists depending on their requirements. "We're adopting the family office concept," said head of wealth management Simon Bonnett. "We believe that, if a financial planner is to survive, they should really consider that." "We'll be making ourselves fairly indispensable to a client because we'll provide a professional to suit the client's every need." Bonnett said that, historically, financial advisers have typically focused on more-traditional aspects of financial planning, such as inve...

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 Your profession

Advisers report under 50s make up growing chunk of client banks

Advisers report under 50s make up growing chunk of client banks

Under 40s make up almost a third, FE Fundinfo research finds

Sophia Panayi
clock 02 June 2026 • 2 min read
How the 100-year life is reshaping financial planning

How the 100-year life is reshaping financial planning

'The financial planning sector needs to continue to evolve'

Chris Ball
clock 02 June 2026 • 4 min read
Tax a 'significant issue' for clients but capital loss tops concerns

Tax a 'significant issue' for clients but capital loss tops concerns

IHT on pensions concern near universal, Schroders finds

Sophia Panayi
clock 02 June 2026 • 3 min read