Company
Position
Director
Index
HNW Wealth Managers
Location
Newbury
Advice type
Financial planning
Inheritance tax mitigation
Investment management
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Alex May
Spear’s Review
As a director at Featherstone, Alex May provides holistic advice on investments, retirement planning, inheritance tax mitigation, trusts and school fee planning.
‘We bring our experience of working for large institutions to clients under a smaller, friendlier firm and invest alongside them,’ he said of the Featherstone approach. ‘Our group are recognised as industry leaders at creating multi-manager portfolios; it is clear to us that a portfolio consisting of various specialist fund managers, based around the world and focusing on specific sectors, geographies, themes or asset classes, is likely to perform better than a generalised approach.’
Rank: Recommended

Recommended 2024, HNW Wealth Managers