Investment advice for private clients and institutions, in holdings you own directly, with no managed-fund charges in between.
Nearly 30 years in investment and risk management, as Chief Risk Officer at Kleinwort Benson, Saudi Arabia's PIF and Pemberton, with board and investment committee seats.
Wealth Max is authorised and regulated by the Financial Conduct Authority (FRN 1031752). Client investments are held in segregated accounts at Interactive Brokers, AJ Bell or Swissquote, and the board includes an independent non-executive director.
Chief Risk Officer at Kleinwort Benson; inaugural Chief Risk Officer of Saudi Arabia's Public Investment Fund, where he led the Investment Committee on asset allocation; then Group Chief Risk Officer and board member at Pemberton. He has chaired and sat on risk, investment and asset and liability committees, and his technology background, from information systems to senior roles at Algorithmics and IBM Risk Analytics, let him build Wealth Max's investment systems himself.
Professor of Surgery at Maidstone and Tunbridge Wells NHS Trust.
Partner and Senior Portfolio Manager at Clearance Capital LLP, the real estate securities manager he co-founded in 2008. Previously at RMB International in risk management for the proprietary equity portfolios and in real estate capital markets, having joined from Ernst & Young in London. Brings external challenge to the board.
One adviser across your pension, ISA, investment account and company money, with specialist NHS pension and Annual Allowance planning for doctors.
Advisory portfolio management and investment risk oversight from a former sovereign wealth fund Chief Risk Officer, run to a written mandate that sets your objectives, risk limits and reporting.
One firm gives the advice and invests your money, with no fund manager charging on top and no commissions.
Every share must pass a quality test on free cash flow, cash conversion and balance-sheet strength before we ask whether it is cheap. Growth Max and Turbo Max hold company shares directly; Secure Max uses low-cost ETFs.
Your portfolio is monitored daily for volatility, Value at Risk, drawdown, concentration and leverage headroom, with each holding's share of the risk measured against its weight.
Nothing is bought or sold without your approval. Your investments sit in a segregated account with Interactive Brokers, AJ Bell or Swissquote, and Wealth Max never holds client money.
Tax and pensions for individuals, including NHS Annual Allowance; company structure, surplus cash and fundraising for businesses.
Research, daily monitoring across all three custodians and returns reconciled to statements run on one platform, and you can log in any time to see your portfolio.
30 minutes, free, on Teams or by phone.
Your income, assets, goals, attitude to risk and capacity for loss.
Your portfolio, tier and every fee set out in writing in a suitability report.
Sign the Client Agreement and open a segregated account with Interactive Brokers, AJ Bell or Swissquote. Wealth Max never holds your money.
Each trade comes to you as a recommendation to approve, and your account is rebalanced to the model portfolio. Log in any time to see it; we review it with you every year and whenever your circumstances change.
30 minutes, free, on Teams or by phone.
Its objectives, liquidity needs, constraints and who approves decisions.
A written mandate setting out objectives, risk limits, permitted investments, reporting and every fee.
Sign the agreement and open a segregated account with Interactive Brokers, AJ Bell or Swissquote. Wealth Max never holds client money.
Recommendations within the mandate for you to approve, rebalancing to the model portfolio, a client login, and a review every year and whenever your circumstances change.
Thirty minutes on Teams or by phone, any day with 24 hours' notice. We will tell you honestly whether Wealth Max is the right fit.
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