Your award-winning wealth partner
Access a unique blend of expert support, exclusive ways to invest and 150 years of J.P. Morgan knowledge.
Capital at risk.
Make the most of your wealth
Help your wealth do more with a globally diversified portfolio tailored to your strategy, investment style and risk preferences. Track your investments with our intuitive app, and reach out to our experts when you need to. We're here to talk through different investment approaches, financial planning and more – with a goal of maximising and preserving your wealth.
Comprehensive wealth planning
As your wealth grows, your goals can change. We can make you feel confident every priority is taken care of – from making the most of your money today, to preparing for your dream retirement.
Tax-efficient investing
Discover ways to minimise tax by using your allowances and make the most of your money.
Family wealth management
Set up your finances to help achieve the future goals of both you and your family.
Financial advice
Could your money do more? Find out with paid advice from our wealth experts.
Tax rules vary by individual status and may change.
Our experts are here to help
Our wealth experts are on hand to answer any questions you may have, and work with you to help you manage and preserve your wealth – so you can focus on your next goal.
Book a free callExpertly managed investments
Tailor our ISAs, Personal Pension and GIA to your goals, and let us take care of the rest. You can track your portfolio's performance at any time.
Free wealth planner
Know your next step with our free wealth planner. Exclusively for our clients and designed to help you move closer towards your goals.
Insights, updates and support
Get investor updates, access to Insights for our take on market news, and free guidance from our wealth experts when you need it.
See our industry-beating results
We're proud of everything we do for our clients – especially our results. We show our full track record, so you can see how we compare to our competitors.
See our full performancePast performance is not a reliable indicator of future performance.
Invest like the experts
"Holistic wealth management means understanding the emotional aspects of our clients’ lives, while expertly navigating complex financial products and regulations. By considering family dynamics, personal values and future goals, we help clients create strategies that fit their lives now and in the future – ensuring their wealth is working hard for them."
As with all investing, your capital is at risk. The value of your portfolio can go down or up and you may get back less than you invest. Tax rules vary by individual status and may change. We provide 'restricted advice', which means we will only make investment recommendations on the products and services that we offer.