At Blueplanet Private Wealth, we pride ourselves on building lasting relationships with our clients.
We don’t believe in a one-size-fits-all model. As private wealth managers, we invest time with clients so we can get a deep understanding of them as people, their ambitions, their dreams, and financial goals. This understanding helps us tailor services to meet clients’ and their families’ needs now, and in the future.
From our offices in London, the Isle of Man, Jersey, and Dubai, we work with high-net-worth clients from all over the world, helping them grow and protect their wealth.
We’re also the trusted partner of professionals such as private client lawyers and tax advisers, offering their clients our expertise and guidance.
Are you wanting an exciting career where you have the opportunity to grow and thrive in a friendly, supportive environment? We are always looking for talented professionals to join our growing teams so why not find out more?
Visualising your future can be hard. We use cashflow planning to illustrate the financial future you could have, showing you a picture of how your assets could work to achieve your aspirations.
Reaching the age of 100 may seem fanciful but it’s a fast-growing age group. So how do you ensure you have enough money to fund post-work living? Our retirement planning service can guide you to achieve your retirement goals.
You’ve worked hard to ensure you can leave a legacy to those who are important to you. Our experts can help ensure a smooth transition and build upon the foundations you have laid.
Visualising your future can be hard. We use cashflow planning to illustrate the financial future you could have, showing you a picture of how your assets could work to achieve your aspirations.
Reaching the age of 100 may seem fanciful but it’s a fast-growing age group. So how do you ensure you have enough money to fund post-work living? Our retirement planning service can guide you to achieve your retirement goals.
You’ve worked hard to ensure you can leave a legacy to those who are important to you. Our experts can help ensure a smooth transition and build upon the foundations you have laid.
Whether your financial affairs are UK based or extend internationally, whether you are making your first investment for your own future or investing for the generations to come, and whether you need capital growth or income, we can help you achieve your investment goals. Our boutique size means we can explore investment opportunities and themes not usually viable for larger managers.
We have a truly global approach and aren’t tied to in-house funds, specific regions, or sectors. We think this makes for a distinctly different perspective. Primarily fund-based, it allows us access to the best research talent in the world.
You don’t need to choose between your investment performance and your beliefs. Our sustainable investing strategies are aligned to the United Nation’s Sustainable Development Goals (SDGs). By aligning with the SDGs, we can offer investment opportunities with a foundation for improving equality, reducing poverty and protecting the environment, while not impacting projected returns on investment. Our vision is simple: we embrace the good while limiting the bad.
We put you at the heart of our private banking service, helping you with your day-to-day finances as well as helping you plan for the future.
Whether you’re looking for international banking, savings or borrowing, our private banking team offers an award-winning service with a truly personalised approach for high-net-worth clients.
Each of our loans is reviewed individually to provide the most suitable solution for you. Your application will be judged on its individual merits and consideration will be given to your wealth as a whole. We lend to clients around the world, often with complex financial affairs and offer quick decisions.
Whether you need an overseas payment, an international investment, or money for a holiday, our foreign exchange service is designed to complement your wider banking needs. We provide a comprehensive range of facilities with highly sophisticated price and market information systems, allowing our dealers to quote immediately for all major currencies.
Discover first-hand how our bespoke financial solutions have empowered wealthy individuals just like you to achieve growth and prosperity. Our case studies offer real success stories from our expertise in guiding high-net-worth individuals towards their financial goals.
You can be confident that your clients are in good hands when you become a professional partner with Blueplanet Private Wealth. We are the chosen financial partner for lawyers, tax advisers, trustees, IFAs, and mortgage intermediaries worldwide and we pride ourselves on building lasting relationships with them and their clients.
We want to understand what matters to you and your family to support your needs now and in the future. As you’d expect from a boutique wealth manager, we treat you as an individual, offering certainty, consistency and flexibility while managing your finances and investments over the longer term. As a private bank, we can help you manage your money from day one.
Many of our clients live international lives and need specific help with wealth planning, international banking, and flexible lending. Our award-winning wealth planners, and international banking team, have extensive experience in helping clients whether they are living abroad, or planning a move. We offer current and savings accounts in a number of major currencies and support for foreign exchange needs with our treasury service.
You will have 24/7 access to your wealth and with offices in the UK, the international finance centres of the Isle of Man and Jersey – and a representative office in the United Arab Emirates – our onshore and offshore capabilities can help you wherever you’re based in the world.
Our people are our greatest asset, and we offer a supportive work environment that allows our people to grow and thrive. Our culture encourages fresh ideas and innovative thinking and we’re dedicated in our commitment to an inclusive workplace that celebrates diversity. Find out more about vacancies across all our offices today.
