What we do

BRWM are UK-based wealth managers and financial planners working with families, individuals and trustees who, typically, have investable assets worth £1 million or more.

Our wealth management services encompass:

  • Lifestyle planning
  • Investment consulting
  • Risk management  
  • Tax planning
  • Trusts and estate planning
  • Family wealth preservation
  • Business succession planning
  • Global custody and investment reporting

This may not look so different from some of our competitors. But it's how we do it that's so special.