Our wealth management services are available for clients with £250,000+ in investable assets. Private wealth services start at £500,000.
Wealth Management
Comprehensive wealth planning from Greyshore Financial Trust for high-net-worth individuals and families. Preserve, grow, and transfer your wealth.
Our Wealth Services
Holistic solutions from Greyshore for every aspect of your financial life
£5B+
Assets Under Management
98%
Client Retention Rate
25+
Years of Experience
150+
Wealth Professionals
Our Wealth Management Process
A disciplined approach from Greyshore to building and preserving your wealth
1
Discovery
Understand your goals, values, and risk tolerance
2
Strategy
Develop customised wealth plan
3
Implementation
Execute investment and planning strategies
4
Review
Ongoing monitoring and adjustments
Greyshore's Investment Philosophy
Built on decades of experience and academic research
Diversification
Spread risk across asset classes
Long-Term Focus
Patient capital for lasting returns
Cost Efficiency
Minimising fees and taxes
Risk Management
Protecting what matters most
Wealth Management FAQs
Common questions about Greyshore's wealth services
How are Greyshore's wealth management fees structured?
We use a transparent fee structure based on assets under management (AUM), typically 0.50% to 1.25% annually. No hidden fees or commissions.
What types of investments does Greyshore offer?
We offer access to global equities, fixed income, real estate, private equity, hedge funds, and alternative investments tailored to your goals.
How often will I meet with my Greyshore advisor?
You'll have quarterly review meetings with your dedicated relationship manager. We also offer annual comprehensive wealth reviews.
Does Greyshore offer tax planning services?
Yes, tax planning is an integral part of our wealth management service. We work with your tax advisor or can refer you to specialist tax counsel.
