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

What's haunting financial advisers this Halloween?

What's haunting financial advisers this Halloween?

Six experts share their spooky thoughts

Professional Adviser
clock 31 October 2025 • 4 min read
Feel Good Friday: Walbrook Institute London hosts graduation for financial advice and banking students

Feel Good Friday: Walbrook Institute London hosts graduation for financial advice and banking students

Celebrating higher education students and advanced LIBF qualification holders

Professional Adviser
clock 31 October 2025 • 1 min read
Protection did not make the targeted support cut and rightly so

Protection did not make the targeted support cut and rightly so

Tony Mudd on saving for tomorrow and protecting today

Tony Müdd
clock 30 October 2025 • 3 min read