Berkeley Private Wealth is a highly specialised private wealth management firm based in Berkeley Square, Mayfair.
Berkeley Private Wealth is a highly specialised private wealth management firm based in Berkeley Square, Mayfair. Dedicated to providing highly personalised comprehensive, tailored and confidential wealth management services to High Net Worth, Sophisticated and Restricted Investors. Founded as a direct reaction to the poor performance of the traditional investment sector and the economic downturn caused by the financial crisis of 2008.
At Berkeley Private Wealth, we challenge convention. We offer a unique approach to protecting and building wealth, our strategies are all-encompassing, our risk management processes are absolute; embedded in all functions and processes within our organisation. We believe in full transparency, arranging private consultations with reputable, award-winning discretionary fund managers, independent chartered financial advisers and chartered wealth managers to ensure the investments, our clients are considering are suitable for them. We arrange inspection trips internationally to ensure our clients have the opportunity to physically see the investment projects for themselves and meet the management teams behind them. Our portfolio covers all areas, from standard asset investments through to AIMs, including investments in well-known luxury hotels and resorts; ensuring our affluent clients' investment options are never restricted.
Berkeley Private Wealth offers a range of discounted investments with high yields and a clear, secure exit strategy. We also offer a fully tailored approach to investments from residential and commercial properties to loan notes and bonds. We are continually assessing our portfolio and launching some of the most attractive investment opportunities available in the global investment market. Our highly analytical and diligent approach ensures an efficient and effective management of our client's wealth portfolios. Through diversification and an intrinsic understanding of risk management, we reduce volatility on portfolios whilst delivering optimum opportunities to accomplish maximum yield. At Berkeley Private Wealth, we embrace traditional business ethics and values, integrity, transparency and accountability. Our clients' are typically High Net Worth individuals and businesses, sophisticated investors and restricted investors who tend to make their own investment decisions