Company
Position
Founder
CEO
Index
Advisers to Families
Location
London
Advice type
Family offices
Private office
Wealth planning
Wealth preservation
Client type
Families
UHNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
David Alexander
Spear’s Review
David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016. ‘Wealth management is in the blood,’ he says, ‘but we started Pall Mall Family Office not so much to manage people’s assets, but to manage their lives’.
The firm aims to ‘liberate UHNW families from unwanted complexity in their lives whilst ensuring their legacy is protected for generations to come’.
One way in which Alexander hopes to achieve this is with an encrypted cloud document storage platform, which makes clients’ documents quickly, securely and conveniently available to the right people, regardless of where they are.
Rank: Recommended
Recommended 2024, Advisers to Families