Financial Services

At KWM, we understand that the pressures of working in financial services can take priority over the time spent on planning your own financial future.

For many years at KWM, we have worked with Analysts, Brokers, Investment Bankers, Hedge Fund Managers and Traders.

We understand your hectic work schedules and daily demands placed on you.  We have experience in building financial plans based around how you are paid and the fact that your bonuses fluctuate and are often paid partly as deferred stock/cash, vesting over many years.

As many clients in this space work in the markets themselves, they understand that just investing isn’t enough. If you want to achieve your financial goals – whatever they may be – you are going to need the right investment strategy.

You might want to grow your wealth or generate an income from the money you already have; quite possibly you may need a combination of the two. Whatever you need, we can help.

With our advice, investment solutions and regular reviews, you can help secure and inspire your financial future.

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances. The range of investment solutions and ongoing services available to KWM has been carefully refined to help you reach your financial goals.

The investment funds available to KWM via the St. James’s Place investment approach enable you to spread your investments across a wide range of global asset types, run by fund managers with different investment styles, to create a balanced and diversified investment solution.  This range of funds and services make it easy to spread your investments across a wide range of asset types and countries.  Even better, the sheer diversity of the fund managers available to KWM lets you mix things up even more and introduce different investment styles to help further reduce your risk.  You can read more about the St. James’s Place Approach to Investment Management here.

The value of investments will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

We're ready to help