22 Highbury Grove, London, N5 2EF, United Kingdom

Your Business Risks

Your Business Risks

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Portfolio Management

Our bespoke portfolio selection, advanced personal risk profiling and suitability tools help you create the perfect fit and superior performance for your clients.

Discover our portfolio management solutions

We can help your clients achieve a comfortable and secure retirement by building a financial plan to achieve their goals.

WieldMore Advisor Services
Take Your Advice To The Next Level

Your Business & Your Assets

WieldMore for Advisers

The ideal partner for your clients

We provide a wide range of solutions for financial advisers. You can choose the investment solution that most accurately matches your clients’ needs, goals, ambitions and attitude to risk. 

​Partnering with you, we help companies concentrate on their business. If you have SME clients, we can support you and your clients grow revenues, margins and mitigate business risks

Designed to weather the unexpected, our signature investment strategy can effectively diversify your clients’ Self-Invested Pension Plans.     

Our model and bespoke portfolio selection, advanced personal risk profiling and suitability tools help you create the perfect fit and superior performance for your clients. 

We combine sophisticated risk analytics with cost-effective technology to ensure efficiency and performance of our investment strategies. 

We are committed to helping you offer the best service, risk protection and investment solutions. 

Due to their provision of raw materials or sales of products or services, most companies are exposed to financial risks including changes in commodity prices, inflation or exchange rates.  

Some companies opt for risk mitigating solutions but the high price they pay much reduces the benefits achieved.  

We can help you and your clients to protects their business whilst reducing costs.  

Optimising cash-flows with our expert advice can save costs and increase returns.  

We can protect your clients' foreign currency inflows and outflows from volatile exchange rates. We can also maximise returns on assets by generating steady and reliable income streams, following investment objectives and mandates.

 

Our level of involvement is always adjusted to your clients' needs, ranging from one-off or ongoing financial advice to discretionary portfolio management. 

Our ESG selection tools help you construct individually tailored portfolios for each client, based on their values and metrics 

We work with you to build 

high-performing, low-risk portfolios using our proprietary Liquid Alternative Total Return Strategy 

Our three-tiered portfolio management services allow you to choose the right level of expert advice for you and your clients 

Our innovative management tools give you the freedom to focus more on your business and less on your administrative tasks 

Portfolio
Management
SME Risk
Management
SME Liquidity
Management
Self Invested​
Pension Plans

INVESTMENT APPROACH

Partnering with you

SERVICES

Portfolio Management

SERVICES

Risk Management for SMEs

SERVICES

Liquidity Management for SMEs

SERVICES

Do you assist your clients with their pension plans?

APPROACH

WieldMore for advisers

GET IN TOUCH

We would love to hear from you

CONTACT INFORMATION

22 HIGHBURY GROVE

LONDON

N5 2EF

UNITED KINGDOM

+44 (0) 20 3137 5772

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Wieldmore Investment Management Limited, trading under WieldMore, is a company authorised and regulated by the Financial Conduct Authority. FCA Firm Reference Number: 917602. WieldMore is registered in England and Wales under company number 12315071. Registered office address: Lynton House, 7-12 Tavistock Square, London WC1H 9BQ. Please refer to the FCA Financial Services Register for further information on Complaints, Protection and Support, the Financial Services Compensation Scheme, the Ombudsman Service, Contact Information and Authorisations to conduct regulated activity. Copyright © 2022 Wieldmore Investment Management Limited