Private Clients
Founded on the fundamental principle of providing a superior service, we constantly strive to exceed our customers’ expectations. This focus helps us to anticipate and meet the unique needs of each individual customer — whatever their plans for the future.
With an in-depth understanding of the world you move in, Montagu Mayer provides modern private wealth management underpinned by a renowned tradition of service. Offering you choice and flexibility in managing your wealth, while preserving the personal touch and accessibility you expect from Montagu Mayer.
Understanding Your Needs
With a deep understanding of the links between our clients’ personal and professional lives, Montagu Mayer wealth managers offer expertise across a range of sophisticated financial solutions. As more complex needs arise, our private wealth managers will provide their insight and expertise in keeping with your wider wealth.
With knowledge and expertise from working with wealthy individuals, we appreciate the complexity of the international lives they lead. Expert in the creation of wealth and the intricacies of international and ultra high net worth individuals, we are well placed to understand your needs.
Your private wealth manager is dedicated to providing you with the highest levels of personal service. Transparency and trust are fundamental to our approach – established through building a deep understanding of our clients and their ongoing objectives. Throughout the different stages of your life, Montagu Mayer will take the time to understand your needs, and provide timely and appropriate advice and solutions.
Although often faced with common challenges, each client has their own unique circumstances and goals. Montagu Mayer will work closely with you to help your wealth grow, through a close understanding of your legacy and by proofing your assets against inflation. We will draw on the extensive expertise and our experienced professionals to connect our recommendations to intelligent and efficient solutions, carefully customised to your objectives.
Montagu Mayer will open up unique investment opportunities that resonate with you and your wealth objectives.
Montagu Mayer works to empower your money for every aspect of their wealth. We regularly create bespoke private solutions to provide a clear view on topics such as next-generation planning, investments, wealth structuring and pensions.
Entrepreneurs
Montagu Mayer extensive insight of working with some of the world’s most successful entrepreneurs has shaped our appreciation of the intricacies and the successive stages of entrepreneurship. We have many years’ experience and knowledge of guiding our clients through every stage of the entrepreneurial journey.
When beginning a venture, your personal aims and company ambitions may be inseparable. Our private wealth managers will take the time to understand your personal and professional goals – not just your business objectives. As your business evolves, the need for a more formal wealth structure will be key to sustainable growth. Montagu Mayer wealth managers are perfectly placed to support this growth.
Sports & Entertainment
Montagu Mayer insight and knowledge within the sports, media and entertainment industries derives from our long-standing relationships with some of most successful talent in the world, coupled with our extensive understanding of their creative cycles. Our specialists work collaboratively with our clients’ wider advisers, to be part of a trusted team that accounts for every aspect of their wealth.
Montagu Mayer experts understand the individualistic nature of our clients and the irregularity of work or income that can often present barriers when seeking financial help. Our team understands the opportunities and threats inherent in short-term contracts, are familiar with image rights, advance sales and the value of back catalogues. We offer flexible solutions designed to bring stability and security to an inconsistent world.
From financial planning, pensions, savings and investment advice, we provide an holistic bespoke service that caters to our clients’ needs now and into the future. And our service goes deeper, as we can also help to empower your money and help with the emotionally complex issue of succession planning.
Financial Executives
Montagu Mayer dedicated private wealth managers are proud to work with some of the world’s most successful individuals. We understand the nuances of acquiring wealth through employment, and at the heart of our service is an ability to plan around complex remuneration arrangements while managing the risks that can be inherent for highly remunerated financial professionals, city executives and directors.
We know the lifestyles of today’s executives leave little time for managing financial affairs. Whatever your career, we will work closely with you to provide expert advice and solutions in the context of your personal and professional circumstances and aspirations.
International
Montagu Mayer works closely with international individuals with personal, professional, investment or business interests worldwide, empowering their money to navigate the complexities of their international lifestyle.
Montagu Mayer wealth managers will draw on practical insight into your international environment, coupled with a sound understanding of your personal circumstances, to provide tailored recommendations for your wealth ambitions. The team will then work seamlessly to translate these recommendations into action and ensure that they complement your short and longer term objectives.
Professionals
Montagu Mayer has extensive experience of serving successful and influential professional clients and we understand that they have multiple challenges and many conflicting demands on their time.
Our experts understand the complexities and intricacies of partnership structures. Dedicated private wealth managers will take the time to get to know you, your business and your financial requirements. These insights allow us to provide a bespoke service that will meet your needs as your personal and professional lives evolve.
Having worked with some of the world’s most successful individuals, we appreciate the link between our clients’ personal and professional lives and the financial implications of each stage of their career. With strong connections with leading professional firms, Montagu Mayer provides specialist private wealth management services that ensure our clients can make the most of their success.
When you become a client of Montagu Mayer, you will have access to private wealth management solutions. Drawing on our insight into your unique situation and our practical experience of your professional path, we will provide astute advice connected to innovative and effective solutions for your needs, now and in the future.
