Principal
CurrentPWM is a medium sized City based wholly independent boutique wealth management business. We specialising in implementing bespoked wealth management programmes for City professionals - primarily equity partners within the Magic Circle law firms and entrepreneurs at point of business disposal.PWM's programmes are client centric incorporating effective client based goal planning, tax planning and structuring; the use of multi asset strategies to reduce risk; out-sourced discretionary investment management; manager oversight and assessment.Fee based remuneration strategy to ensure independence