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Welcome to Collins Stewart Wealth Management, a leading investment manager and stockbroker with an absolute focus on preserving and growing your wealth through excellence, every day.
Our range of sophisticated investment services, including portfolio management, stockbroking and investment funds, are tailored to suit your individual needs and requirements.
Managing and administering in excess of £4bn of assets (£2bn of which is on a discretionary basis) through our international network of offices we are part of Collins Stewart plc - a leading independent financial services group listed on the London Stock Exchange.
Collins Stewart plc employs over 700 staff in 12 international locations and has four operational divisions: Securities, Capital Markets, Hawkpoint - a leading independent corporate finance advisory firm - and Wealth Management, all served by our unique research tool Quest™.
Private clients
Investment management and stockbroking services for discerning clients. Our range of sophisticated investment services, including portfolio management, stockbroking and investment funds, are tailored to suit your individual needs and requirements. >>
Intermediary &
Institutional clients
With many years experience of working with professional advisers we operate within the framework you set. This ensures that clients' needs are served in the most appropriate way and that we add value to the services you provide. >>
Charity clients
We offer a full range of services specifically tailored to meet charity needs. The team has a particular specialism working with military welfare and benevolent charities. Our experience of working with charities means we operate within the framework set by the Trustee Act 2000 and Charity Commission guidance CC14. >>
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