Back to Home

Wealth Management

Your goals and ambitions are unique to you and we want to help you get there.

Canoe on lake

Helping you achieve your financial goals

Before we do anything, our qualified advisers will take the time to understand what’s important to you and what you’re looking to achieve. By building a relationship based on trust and understanding, we can develop a flexible plan designed to help you achieve what’s important to you.

Whether you’re growing in your career, supporting multiple generations, planning a fulfilling retirement, thinking about the legacy you want to leave, or simply getting the most out of today, we can help tailor a plan designed for you.

Our Wealth Management offering includes both wealth planning and investment management.

 

Enquire about becoming a client 

Plan for tomorrow

Wealth Planning

We take an in-depth look at your business and personal financial needs. We use our expertise to create and implement a flexible plan that is unique to you and designed to help you protect, grow, and pass on your wealth in a tax efficient way.

House on a lake
Find out more

Investing for the long-term

Investment Management

Designed to meet your income and growth goals within an agreed level of risk, we consider all aspects of your life – from your personal aims and ambitions to those of your wider family; from your business goals, if appropriate, to the legacy you want to leave.

Skiers on mountain
Find out more
Find out more

This is required

Is your business registered in the UK?

This is required

This is required

This is required

To join Arbuthnot Latham, new commercial clients need to bring +£500K of deposits or +£1m borrowing. Do you meet this criteria?

This is required

This is required

Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our commercial services are not the right fit for your current business needs. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Renaissance Asset Finance  

Funding to manage cash flow and access the right assets.

  • Lending from £25,000
  • Available for SMEs and independent finance houses
  • Unregulated lending

Arbuthnot Commercial Asset Based Lending  

Lending solutions, plus cash flow loans for mergers and acquisitions, growth and refinancing.

  • Lending from £1m
  • Available for business-to business SMEs and mid-market corporates
  • Unregulated lending

Specialist finance from Asset Alliance Group  

Tailored lending, contract hire, rental and finance packages serving the manufacturing, commercial vehicle, bus and coach sectors.

  • Lending from £25,000
  • Available for corporate entities
  • Unregulated lending

This is required

Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

This is required

This is required

New Arbuthnot Latham clients are required to bring at least £750,000 in deposits, investments or borrowing. Are you looking to deposit, borrow or invest a minimum of £750,000?

This is required

This is required

This is required

This is required

Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Fixed rate deposits with Arbuthnot Direct  

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

Financing for prestige assets with Renaissance Asset Finance  

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

This is required

Are you a UK passport holder?

This is required

This is required

This is required

To select multiple items, hold down the Ctrl (PC) or Command (Mac) key.

Are you a UK resident?

This is required

This is required

This is required

Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Fixed rate deposits with Arbuthnot Direct  

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

Financing for prestige assets with Renaissance Asset Finance  

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

This is required

Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

This is required

This is required

This is required

Please enter your contact details

This is required

This is required

This is required

This is required

This is required

This is required

This is required

This is required

This is required

You can withdraw your consent at any time by contacting the Data Protection Office using the details in our Privacy Notice.

CAPTCHA

This is required

Brochures & email subscriptions

Request a brochure, or subscribe to our email updates

Apply now