AUM Growth High-net-worth and ultra-high-net-worth focus with substantial AUM of £24.4 billion and ongoing growth through strategic hires and US expansion presents cross-selling opportunities for private wealth services, discretionary management, and cross-border planning capabilities.

Strategic Hiring Recent appointments to private wealth and US private wealth leadership, plus a dedicated private investment office, indicate a ramping up of capability and coverage in critical regions, suggesting an opening to engage for expanded advisory, family office services, and cross-border solutions.

US Expansion Appointment of Head of US Private Wealth and team leadership signals targeted US growth; potential sales focus on international families, charitable foundations, and institutions seeking US-advisory integration and cross-border reporting.

Integrated Solutions Offerings include institutional-quality investment management, global tax, consolidated portfolio reporting, and cross-border advisory, enabling conversations with corporates, charities, and endowments about scalable, compliant wealth structures and reporting.

Regulatory & Partnerships Dual regulation by FCA and SEC plus longstanding partnerships with Independent Financial Advisers create a pathway for co-managed assets, white-label investment solutions, and expanded distribution channels to broaden client access and referrals.