Wealth Managers in City of London
Connect with premier wealth managers in the historic financial heart of the UK. Specialized services for high-net-worth individuals.
Top Firms in City of London
Showing 14 vetted firms
Ascot Lloyd
Independent Financial Adviser (IFA)
Chartered financial planners providing independent financial advice and wealth management services.
Brewin Dolphin
Discretionary Investment Manager (DIM)
Leading UK wealth manager providing discretionary investment management and financial planning services.
Brooks Macdonald
Discretionary Investment Manager (DIM)
Specialist discretionary investment manager focused on delivering bespoke investment solutions.
Brown Shipley
Private Bank
Private bank providing wealth planning, investment management and banking services.
Canaccord Genuity Wealth Management
Wealth Management Firm
Global wealth management firm providing investment management and financial planning services.
Cazenove Capital
Wealth Management Firm
Leading UK wealth manager providing investment management and strategic advice to families, charities and institutions.
Close Brothers Asset Management
Discretionary Investment Manager (DIM)
Discretionary investment management for private clients, charities and professional advisers.
Investec Wealth & Investment
Wealth Management Firm
Specialist bank and wealth manager providing tailored investment solutions and wealth planning.
Quilter Cheviot
Discretionary Investment Manager (DIM)
Specialist UK wealth manager and investment manager offering discretionary investment management and wealth planning.
Sanlam Wealth
Wealth Management Firm
Wealth management firm offering financial planning and investment management services.
Schroders Personal Wealth
Wealth Management Firm
Joint venture between Schroders, Lloyds Banking Group and Cazenove Capital offering wealth management.
Smith & Williamson
Wealth Management Firm
Professional services group providing investment management, financial planning and accounting services.
Smith & Williamson Wealth Management
Wealth Management Firm
Leading wealth management and professional services firm offering comprehensive financial planning and investment management solutions.
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City of London by the Numbers
Key statistics from wealth management firms operating in City of London
About Wealth Management in City of London
City of London is a distinguished location for wealth management services in London, home to 14+ FCA-regulated firms offering comprehensive financial planning and investment advisory services. The area attracts high-net-worth individuals and families seeking expert guidance in portfolio management, retirement planning, and tax-efficient wealth structuring.
Wealth managers in City of London typically serve clients with investable assets ranging from £50,000 to £50 million+, offering personalized strategies that include discretionary portfolio management, financial planning, and estate planning services. The concentration of financial expertise in this area ensures clients have access to sophisticated investment solutions and institutional-grade research.
Our directory features only FCA-verified firms with verified addresses and regulatory status, ensuring you connect with reputable professionals who adhere to the highest standards of financial conduct. Whether you're seeking independent financial advisors, discretionary fund managers, or comprehensive wealth planning services, City of London offers access to some of London's most respected financial professionals.
100% FCA Verified
Every firm is manually verified against the FCA register for your peace of mind.
Local Presence
Connect with advisors who have offices in City of London for convenient in-person meetings.
Specialized Expertise
Filter by specialization to find managers with experience in your specific financial situation.
Premium Quality
Curated selection of top-tier firms serving high-net-worth individuals and families.
Trusted in City of London & Beyond
- Premier Capital
- London Wealth
- FCA Regulated
- Asset Managers
- Fast Growth
- City Finance
Why choose wealth managers in City of London?
We solve the complexity of finding trustworthy wealth management. Finding the right wealth manager in City of London shouldn't be a gamble. We've done the due diligence so you don't have to.
For Individuals
Tailored advice for your personal wealth journey.
For Families
Holistic planning for generational wealth preservation.
The Difference is Clear
Client Stories from City of London
Hear from individuals who found their perfect financial match through us.
"Finding a local advisor in City of London who understood my specific property portfolio needs was crucial. This platform made it seamless."
"I didn't want to travel to the City for every meeting. Connecting with a top-tier firm right here in the borough saved me so much time."
"The quality of firms listed is impressive. I spoke to three different managers and all were highly professional and FCA verified."
Wealth Management in City of London: FAQs
Find answers to common questions about wealth management services.