About us
Collins Stewart Wealth Management is an award winning investment manager and stockbroker committed to providing Charities and their advisers with a broad array of independent wealth management services.
Drawing upon our offshore heritage and independence, our services are based around a dedication to traditional client service, open architecture and the latest portfolio management techniques. Always looking to embrace technology within our processes, our forward thinking approach to investment management has helped us deliver a rigorous investment process for our growing, international client base.
Our investment expertise is complimented by a long-standing history of working with charities and a thorough understanding of the requirement needed to operate within the framework set by the Trustee Act 2000 and Charity Commission guidance CC14. This ensures that the trustees of charities are served in the most appropriate way and within clearly defined investment parameters.
As a division of Collins Stewart plc, a listed and well capitalised financial advisory group, we have assets of £6.7bn under management and administration, on behalf of over 9,000 clients, managed in London, the Channel Islands, Isle of Man and Geneva.