Index

Business & Entrepreneurship

Location

London

Advice type

Investment management

Wealth planning

Client Types

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

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