Family Office Wealth Management

What our clients enjoy most about investing with a family office wealth management firm is that we invest alongside and in the same way as our clients.

Admittedly, it is hard to find an investment advisor who does not make this claim verbally (but rare to see it written down).

The root of our firm was to run a single family’s investments as a family office firm in the most optimal way. We now offer other families the ability to invest alongside our founders, staff, families and friends.

The key benefit of being a family office based investor is that we are completely aligned with those who invest with us.

Who are Featherstone?

  • Part of a family office group founded to manage the investments of a single family. This has lead to our clients investing in the same way as the original family. 
  • Featherstone is leading wealth management firm in Spear’s Magazine’s list of ‘Top 10 UK Wealth Managers’.
  • Enjoy the qualities of a small family office wealth manager while benefiting from our experience working for Goldman Sachs, UBS and Deloitte.
  • Our family office have won the awards below.

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Why Family Office Wealth Management?

Our Family Office

We feel that many large firms focus more on shareholders than on clients. With family office wealth management our interests are aligned with our clients.

We provide our clients access to our specialist family office investment funds.

Our family office have been recognised as industry leaders.

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Family Office Wealth Management Benefits

Family Office Benefits

The most insightful and high-quality fund managers are often not available to private clients for various reasons. For instance:

  • They may be too small for large London wealth management advisors to invest in.
  • They do not deal with UK private clients.
  • High minimum investment sizes.
  • Closed to new investors.
  • Low profile and do not actively raise capital i.e. you have to find them.

Read more from Spear’s Magazine…

Advantages of Family Office Wealth Management

Family office wealth management include clients’ close contact with senior members of the firm. This creates a friendlier and more approachable atmosphere. In addition, it means lower fees as well as clients investing in the same way as the owners of the business.

“As a firm grows in size, it becomes more institutionalised. The staff loses its sense of ownership of the firm and motivation drops. The culture changes and the shared vision fades.” Jonathan Little (Northill Capital)

Why is Featherstone a Family Office Wealth Management Firm?

Featherstone are escapees of large London-based investment banks and UK investment management companies. Over time they have benefited from experiences in ‘The City of London’. However, they have come realise they prefer a smaller, more approachable and friendlier family office.

Just like the family, our clients benefit from closer access to higher quality, more experienced staff than they often would at a larger London based firm full of recent graduates.

We are committed to keep the size of our firm small enough to benefit our clients, and we will close the door to new investors when the size of the firm is optimal.

Find out more about Featherstone

What is Family Office Wealth Management?

Family Office Wealth Management

Family Office Wealth Management was invented by the Medici family in 15th Century in Florence. They engaged in-house art experts to create their private portfolio and invest in emerging artists. In due course, the family purchased works by the unknown Leonardo Da Vinci, Michelangelo and Botticelli.

Family offices are often set up to discretely and privately to manage family wealth. The aim of this is to avoid using a mass market provider. This means that they can be sure that their best interests are being looked after.

Often the fees that these families pay are very high. As a result, they are only receiving standard private wealth management and therefore tuning to full time professionals. The professionals will provide personal tax advice, investment advisory services and personal financial planning. Their aim is to concentrate on looking after the family within a dedicated family office.

They (and we) are private companies with family ownership. This enables them to make decisions and plan for the long term.

Family office firms are independent and interests are aligned with clients who invest alongside them.

For more information:

https://www.investopedia.com/terms/f/family-offices.asp

What is a family office?

A family office is a company that has been set up to manage the wealth of one single family.

Through financial planning, advice, reviews and general attentiveness, the family’s financial aims and objectives are met. The family will meet regularly with their advisors to discuss performance in the portfolio and any changes in the fund manager has made.

Having a large amount of wealth in a family is hard to manage. It usually becomes disorganised and scattered amongst hundreds of different places. Creating a family office provides services to organise and understand where all investments and assets are at once. Furthermore, investments create opportunity for long term growth as well as reaching any future aims and objectives the family may have.

The family, in relation to Featherstone, had a similar situation. After long term investments and many reviews, meetings with advisers and amendments to the portfolio, the family began to achieve their objectives. The portfolio they were invested in was created with the intention of substantial growth. Due to the family portfolio being such as a success, they opened it to the public meaning clients could invest alongside with the family and in the same way.

Find out more about Featherstone

 

Disadvantages about London based firms.

One of the biggest disadvantages of London based firms.

  • In large, corporate investment firms’ clients are seen as numbers. You are never a priority amongst the other thousands of clients also in your position. Featherstone is the opposite. We always know who you are and will not keep you waiting. Someone will always pick up the phone to speak with you.
  • In London, the offices are unwelcoming for face-to-face meetings. It’s all long tables and red chairs. We have taken the opposite approach and created an office from a barn, with high ceilings, modern art.

Let’s face it travelling around London is a pain. Being in the country is easier for our clients to come to the office or have home visits from our advisers.

Why are we different to London based firms?

There is nothing worse than being couped up in an intimidating meeting room with people you don’t know. All our advisors have had the experiences from working in London based firms. Relocating away from London has created an alternative way of investment management practice and the change is client relationship. Our clients now look forward to visiting the office for the reason that Featherstone’s approach is modern and refreshing.

A quick view of the office

We are frustrated by a bland and ever-homogenising industry which all too often provides poor advice, alienates people with jargon and seems to focus more on shareholders than on clients.

The truth is bigger is not always better… in fact, ‘bigger often means more mediocre.’ A family office wealth management firm combines the best of all worlds. You get a high standard of advice as well as having a relationship with your adviser.

Why Featherstone is different

Why is Featherstone a Family Office Wealth Management Firm?

Featherstone are escapees of large London-based investment banks and UK investment management companies. Over time we have benefited from experiences in ‘The City of London’. However, we have come realise we prefer a smaller, more approachable and friendlier family office. Just like the family, our clients benefit from closer access to higher quality, more experienced staff than they often would at a larger London based firm full of recent graduates. We are committed to keep the size of our firm small enough to benefit our clients, and we will close the door to new investors when the size of the firm is optimal.

Find out more about the Featherstone family office