Our Belief Fiducia Fiducia Fiducia Fiducia Fiducia Fiducia
At Fiducia Wealth Management, we believe shrewd and perceptive clients, who include the more affluent and those with aspirations to wealth as well as business, are searching for a special quality and scope of advice to take account of their more complex needs.
This is confirmed by independent wealth management surveys undertaken by such as BlueSky International, Datamonitor and Merrill Lynch/Cap Gemini Ernst & Young.
These surveys also identified that high net worth individuals in Europe are increasingly moving to independent wealth managers such as Fiducia in order to find the quality of personal service they are seeking.
A Distinctive Service
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The Fiducia wealth management and financial planning service provides a customised financial plan which in turn encompasses holistic principles, the continuous tracking of the progress to defined goals, investment decisions, risk assessment and reduction techniques, capital raising, advice on tax, the transfer of wealth and philanthropic objectives.
In addition, we are committed to developing long term, generational relationships with our clients through Fiducia Family Office.
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Spanning the Generations
The concept of the Family Office which evolved in Europe and America to advise family groups interested in long term wealth preservation by adopting proactive strategies, is now very relevant to the UK.
A question often asked is “How do I plan my legacy so that my wealth does what I intend after I am gone?” Clients want to see their wealth, created through a lifetime of hard work, meet goals set for several generations to come.
This in turn requires a knowledge of law, tax and investment management as well as communication skills. Those qualities are seldom found in one organisation, let alone one person. Fiducia Wealth Management believes the most effective solution is to align our investment management expertise, broad knowledge and co-ordination skills with the specialist expertise of other independent professionals with whom we work closely.
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