Wealth Management
Understanding your needs
From planning for retirement or protecting and preserving wealth, BriceAmery offers objective advice and solutions. We work the banking community and financial specialist teams to delivery suitable recommendations for every aspect of your wealth
Wealth Management Advice Service
Our in-depth understanding of the intricacies of wealth, every aspect of our advice – from assessment to delivery and implementation – is tailored to your unique requirements
Investment Services
Professional and accessible advisors are our hallmark of wealth managers at BriceAmery. Our risk-based approach to portfolio construction delivers a considered investment solution to support your wealth management needs
Expert Advice
All of our wealth managers are accredited beyond industry standards, ensuring the highest expertise
Tailored Recommendation
Our unique recommendations are driven by informed insight and discussion of your wealth
Responsible Investing
We consider Environmental, social and corporate governance (ESG) factors as part of our investment process
Wealth Planning
Our advisers can help with all your financial planning needs, Savings, Bonds, Loans, Stock Loans and future planning. We can help you make the most of your money in your lifetime and how best to make it available to your family in the best possible way. If your plans include supporting a worthy cause or something close to you, we can advise on how best to do this.
Wakala Investments
Wakala offers advice across a range of investment and portfolio services.
Discretionary
Investment portfolios managed by a team of experts with a proven track record
Advised
Access to BriceAmery investment expertise to support you in making the final investment decision
Dealing & Exchange
Dedicated services offering real-time equity, bond and FX trading and market updates