ADVISORY SERVICES

Private Clients

ADVISORY SERVICES

At Giles Wade, we know our clients well. And they know us.

Providing personalised strategic and investment advice and building clients’ wealth is often complex and challenging. It’s an immense personal achievement that takes time, perseverance and understanding.

The process of open and honest debate and discussion around a client’s affairs empowers us to accurately match solutions – be they as simple as the management of assets or a more complex structuring and strategic matter.

There is a strong culture of providing bespoke and highly relationship-driven service. Clients come first. We do not sell products, but simply offer professional advice and thorough implementation.

Our Services include:
• Strategic Planning
• Asset Management
• Retirement Planning
• Risk Management
• Tax Advice
• Wealth Structuring
• Estate Planning & Fiduciary
• Philanthropic Advisory Services
• Offshore Structuring & Asset Management
• Treasury and Markets
• Family Office Services