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Wealth planning

Our experts help you grow, protect, and transfer your wealth to benefit you and your family

  • Cashflow planning

    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.

  • Retirement planning

    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.

  • Legacy and succession planning

    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.

Wealth planning
Investment management

Investment expertise to achieve your goals

  • A portfolio constructed according to your risk appetite, as determined by your personal preferences and financial goals
  • Access to a specialist team that pursues the best global opportunities to meet your objectives
  • A wide range of investment strategies
  • Diversification across assets, companies, geographies and industry sectors
  • Active currency management that is truly global

Let us manage your investments

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.

Access to global investment opportunities

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.

Sustainable investing

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.

Investment management
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  • Private Banking
  • Bespoke Lending
  • Foreign Exchange Services
Case studies

Read how we’ve helped clients just like you grow and protect their wealth

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.

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July 2024 Commentary
Partner with us

Looking for a professional partner you can trust?

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.

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Our latest videos

About us

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.

Offering specialist services for expats, UK resident non-domicile, and internationally mobile clients

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.

International banking
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Our locations

Contact our offices by phone, email, or post

London

Isle of Man

Jersey

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Dubai

All calls are answered personally by one of our experienced team members.

Work with us

Explore all the exciting opportunities to join our dynamic team of professionals

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.

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Frequently Asked Questions

Blueplanet Private Wealth

What is a wealth plan?

A fully bespoke wealth plan provides a valuable picture of your overall financial situation, it includes cashflow as part of the analysis.

What are the benefits of wealth planning?

Wealth planning services can help you manage your wealth in the most efficient and effective way to achieve your financial goals and aspirations.

How much does it cost to create a wealth plan?

The initial discussion and creation of a wealth plan are complementary for high net worth clients, if you choose to invest with us any updates to your plan will also be free.

Are there different types of wealth planning?

Wealth planning can include investment management, wealth structuring, risk management, estate planning, retirement planning and legacy planning.
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