INVESTMENT ADVISORY SERVICES FOR PRIVATE CLIENTS

  • Featherstone is a small but leading investment advisory services firm offering investment management advice to private clients. Featherstone was  included in Spear’s Magazine’s list of ‘Top 10 UK Wealth Managers’.
  • Our clients enjoy the qualities of a smaller, friendlier firm while benefiting from our team’s experience working for firms such as Goldman Sachs, Odey, JP Morgan, UBS and Deloitte.
  • We are part of a group founded in 1999 to advise on the investments of a single family, our clients can now invest alongside and in the same way as the original family.

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WHAT MAKES FEATHERSTONE DIFFERENT?

In our opinion it is simply not possible for a single firm (often based in London) to excel across all asset classes, geographies and sectors… we select the best specialist practitioners globally.

These investment managers are often off limits to private clients for various reasons:

  • Too small and illiquid for large investment advisory services firms to invest in
  • Do not deal with private clients
  • High minimum investment sizes
  • Closed to new investors
  • Low profile and hard to discover

Too many private clients are disadvantaged by their wealth managers’ inability to invest in these funds, often restricting selection only to in-house or mass-market products.

“MULTI MANAGER’ INVESTMENT PORTFOLIOS

We adopt a “multi-manager” investment advisory style which eschews the conventional static-benchmark template, we favour a more flexible approach with higher growth opportunities. We actively allocate capital across geographies, asset classes and themes and are agnostic of benchmarks as active asset allocation is a key driver of returns.

The investment team identifies, interviews and carries out due diligence on many of the world’s leading funds… It is clear to us that a portfolio consisting of various specialist fund managers, based around the world and focusing on specific industries, themes or asset classes is likely to perform better than the one-man, generalist approach typical within the investment advisory services industry.

INVESTMENT ADVISORY SERVICES

Featherstone provides private clients with investment advisory services, which includes investment management advice , tax and financial planning. We can help with:

  • Advisory Investment Management
  • Financial Advice
  • Pension Planning
  • Inheritance Tax Planning

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