Company
Index
Business & Entrepreneurship
Location
London
Advice type
Investment management
Wealth planning
Client type
Families
UHNW
Sector Focus
Investments and Asset Management
Wealth Management & Private Banking
Customer type
Adviser
Adam Wethered
Owl Private Office is a strategic consultancy that promises to assist UHNWs, wealthy families and endowments with a wide range of business needs. Co-founder Adam Wethered is clear on his philosophy: to ‘manage our own money and offer a professional service to those who wish to create, outsource or improve their own private offi ce and investment arrangements’, he says. The fi rm aims to come in at the front end to assist UHNWs with navigating the often bewildering range of advice, and even to hold to account professional advisers and investment managers. It also offers clients a ‘review of existing arrangements’, with a sharp eye on quality and costs.
Rank: Top Recommended
Top Recommended 2020, Business & Entrepreneurship