Primarily, our UK domestic arm manages the pre- and post- retirement plans of a select group of loyal and existing clients, working to understand their situations and goals and to develop bespoke financial plans that serve these interests.
As part of these aims we are prepared to provide guidance and services related to all the important questions relating to management, protection and growth of wealth, including, when appropriate, the following:
- Tax planning
- Pre- and post- retirement planning
- Cross border asset management
- Inheritance and legacy planning
- Expat wealth management
- Education fee planning
- Mortgage solutions
- Life, critical illness and family protection policies
- Discretionary fund management
World-class professionalism, ongoing service and attention to detail have become hallmarks of the Blacktower Group’s service. Although our UK domestic arm serves only a select group of existing clients, if you have significant assets to manage and wish to invest as part of an overarching wealth management strategy or have been recommended by a member of our client-base, we may be able to help you.
Below we highlight some of our more specialist offerings.
Blacktower UK offers its clients a comprehensive and flexible expert-led DFM (discretionary fund management) service. We have relationships with around half a dozen specialist DFMs, including Quilter Cheviot.
From conservative, balanced portfolios through to more aggressive growth-focused portfolios, in this capacity Blacktower helps target specific investment styles and sectors to enable clients to work towards their wealth management goals.
Blacktower UK is able to provide its existing wealth management clients with guidance to help them reduce the cost of borrowing while also assisting them to better structure the ownership of their residential and commercial properties, both at home and abroad. We can also advise on the benefits of using a SIPP (Self-Invested Personal Pension) in this regard.
Blacktower makes retirement planning concerns a priority for its existing clients. This includes, where appropriate, the transfer of UK pensions into either a SIPP (Self Invested Pension Plan) or a QROPS (Qualifying Recognised Overseas Pension Scheme).
Saving money is the bedrock of individual wealth management, but saving without a plan can leave an investor’s cashflow and retirement objectives at risk.
Whether a person is saving for retirement, for future education fees, for inheritance and legacy planning or for some other reason, a strategy designed to enhance the chances of accumulating capital, while also offering protection from the dangers of inflation eroding purchasing power, is a difficult but important balance to achieve.
Blacktower UK offers existing clients a range of simple, flexible and cost-effective saving schemes, enabling them to choose the one that works best for their wealth management requirements.
Blacktower UK: Wealth Management Solutions Tailored to You
Blacktower UK aims to help its clients identify, plan for and, ultimately, reach all their important financial goals. If you have significant funds to devote to your UK wealth management planning, we may be able to help you.
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