Wealth Management

Preserving and growing wealth together

The pace of life leaves little time for everyday financial obligations, let alone managing investments or financial planning for you and your loved ones.

At Shard Capital we know that everyone’s financial needs differ, which is why our Investment Managers are focused on what really matters to you. From the outset, we ask you to take the time to meet with us, as it allows us to get a clear picture of your personal and financial circumstances and your needs and objectives for the future.

Our team of highly qualified specialists are experienced in dealing with complex financial affairs, whether you are a private investor, high net worth individual or a family business. Our wealth management capabilities span everyday domestic concerns such as Pensions, Inheritance Planning and managing broader finances, through to family or offshore investor needs – often involving substantial income or assets.

We focus on preserving and growing wealth by combining financial expertise with intelligent, tactical asset allocation based on first-class research. Continuous monitoring and active management ensure optimal performance, tailored to your requirements and circumstances throughout your investing life.

At a glance

  • Investment Planning
  • Offshore Investments
  • Retirement and Estate Planning
  • Investor Visas
  • Mortgages*
  • Will Writing, Trusts and Probate*
  • Philanthropy & charity

*services provided by selected partners

Contact Wealth Management

+44 (0)207 186 9900

Related links

Investor Visa

Team members

Maitane Fernández de Mendiola
Simon McElhinney
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