Private Office Asset Management
EXISTING CLIENTS
•Managed Advisory Service
•Discretionary Service
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NEW CLIENTS
PRIVATE OFFICE ASSET MANAGEMENT LIMITED
bespoke private client services
- portfolio management
- stockbroking
- estate & financial planning
Private Office Asset Management Limited is a wholly owned subsidiary of Philip Simmonds Private Office Ltd, and it provides bespoke and highly personalised investment management services to our existing private clients.
Private Office Asset Management Limited is an Appointed Representative of Money Wise IFA Limited, which is Authorised and Regulated by the Financial Services Authority.
The bespoke investment management services of Private Office Asset Management Limited are not available to new clients. For new enquiries, we outsource the investment management to Collins Stewart Wealth Management via their award winning Discretionary Portfolio Management Services. These are available through our wrap platform or directly via Collins Stewart.