![]() ![]() Our investment managers and financial planners have the expertise you can lean on to help you grow your wealth and achieve your financial goals. All our advice is delivered by people who care, who go further to understand your needs so they can help you make those big decisions with ease and confidence. We are committed to raising the standards of good advice and to extending its reach. We believe that more people and businesses should have access to good advice, regardless of their size or wealth. We’re still here, with £56billion of assets under management (as at June 2022) and offices in 25 towns and cities across Britain, Ireland and the Channel Islands, we continue to do what we do best: placing the power of good advice into more hands. A story of change – but also of constancy. Fast forward to 2022, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive. Like most families, we’re proud of our roots. ![]() ![]() ISAs, Pensions and General Investments Accounts available at significantly lower fees than the industry average A powerful client experience, both on and offline Seasoned investment management team, managing high-quality, diversified portfolios with a proven track record Qualified financial advice available to help you plan for your unique circumstances Our approach to wealth management brings several benefits to private clients: The entire Netwealth experience can be accessed online via powerful financial technology or, for those who prefer, with one of our financial advisers. ![]() We have brought together a highly qualified team, a robust investment framework and a comprehensive offering. The firm combines the best elements of a superior discretionary service with all the benefits of a technology enhanced approach. We are based in central London and our senior team is led by former Goldman Sachs and J.P. “Women, traditionally perceived as being financially risk-averse, are today a key figure in the wealth management space both as advisers and clients,” she added.Netwealth is a UK-based wealth management company that provides a modern, award-winning investment and financial planning service, delivered by an established team of industry experts at substantially lower fees. Events over the last couple of years, specifically the pandemic, have been a catalyst to get more women engaged in their finances,” Deepa Poncha, director & head (human resources) at Centrum Group said. They also tend to think big picture and possess high emotional intelligence, both of which are crucial in successful wealth management. “Women are a natural fit for the wealth management business because of their inherent ability to be good listeners, nurture long-term relationships and build trust, which inspires confidence in clients. A generalised approach is riddled with assumptions and stereotypes, owing to our society’s patriarchal history, the need of the hour is exclusively tailored services for women,” Nita Shivdasani, head of heritage and executive director at Waterfield Advisors, said.Īt Centrum Group, a diversified financial services organisation, more than one-third of its 300-member wealth and investment advisory team are women with several of them occupying senior positions of vice-president and above. Today, they own about a third of the global wealth, but their wealth story has just begun. “Women are already a global economic force to reckon with, there’s no denying that. The firm is launching ‘Heritage’, a wealth advisory brand designed for women - founders, entrepreneurs, inheritors and senior corporate professionals - on this International Women’s Day. At Waterfield Advisors, a wealth management firm founded by Soumya Rajan, former head of private banking in India at Standard Chartered, women make up 39% of the total workforce of 120 and manage over $2 billion worth of the firm’s total assets $4.7 billion of assets under management. ![]()
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