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The Transformation Network

Wealth Management

The Aphrodite Members

Smith & Williamson Investment ManagementRohan Armes – Investment Partner – Smith & Williamson Investment Management

Smith & Williamson is ideally placed to assist private clients, due to the breadth of services it has to offer. The firm regularly wins industry awards for its tax, investment management and financial planning services and manages complex situations while maintaining a very personal approach.

Our Investment managers work in small, partner led teams to ensure a genuinely personal service. We are well aware that for some, management of capital may be a daunting task. We work closely with our clients to understand their future income and capital preservation needs in particular to draw up an individually tailored portfolio.  We provide ongoing help and advice in the day to day management of their assets.  Our investment management division has over £19.2bn funds under management (as at 31 June 2017).

Contact Rohan Armes:  Tel: 020 7131 4656 – email:  rohan.armes@smithandwilliamson.com   –  www.smithandwilliamson.com

Please remember that the value of investments and the income from them may fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance.

aphrodite-melissa-longleyMelissa Longley – Longley Asset Management

Melissa Longley and Paul Stevens of Longley Asset Management (LAM) offer bespoke investment management services.   LAM is a specialist owner-managed firm located in the heart of the West End, and also with an office in south London.  Their investment solutions incorporate the ‘whole of market’ investment universe rather than just employing standardised products from a limited selection of companies.  Melissa and Paul previously worked together at Kleinwort Benson Private Bank, and between them have over 50 years of experience in working with private individuals and their professional advisers.  Both are ‘Chartered’ with the Chartered Institute of Securities & Investment and Melissa is actively involved in several professional networks for women.

You can be confident that you will obtain high levels of expertise and integrity from LAM, underpinned by a traditional approach to working collaboratively with both clients and their advisers. Melissa and Paul appreciate that it takes time to build trust and therefore give as much time as required to get to know you and understand what you wish to achieve and fully understand how daunting the need for change can be.

Contact Melissa:  Tel: 020 7294 7326 – email: melissa.longley@lamasset.comwww.lamasset.com


Brewin Dolphin

Marc Cooper – Divisional Director – Investment Management
Katie Waite – Investment Manager

Brewin Dolphin look after over £37.8 billion of client funds (H1 2017) and offer a holistic approach combining both investment management and financial planning.  Personal service is central to everything we do and as an independently-owned business we can offer bespoke solutions to meet a variety of needs. We understand the importance of financial stability particularly at times of change and work closely with solicitors, accountants and their clients to assist and support them in complex financial arrangements.  Our Financial Planning team offers specialist cash-flow forecasting, retirement advice and estate planning options.  The Investment Management division construct and manage diversified portfolios consisting of a range of asset types.

After obtaining a deep understanding of a client’s attitude to risk, investment objectives and time horizon we regularly revisit and build upon this knowledge to foster strong long-term relationships and work to protect and grow our clients’ wealth in a tax efficient manner.  Marc and Katie have worked together for a number of years initially at UBS AG and latterly at Brewin Dolphin.  They look after a range of private clients, trusts and charities.

Contact Marc Cooper: Tel: 020 3201 3011 – email: marc.cooper@brewin.co.uk

Katie Waite:   Tel: 020 3201 3121 – email: katie.waite@brewin.co.uk 

www.brewin.co.uk/how-can-we-help-you

The value of investments and any income from them can fall and you may get back less than you invested.


Dionne ThomasDionne Thomas – Senior Private Banker

Societe Generale Private Banking Hambros Matrimonial Settlement Services

The team at SGPB Hambros is able to provide you with a comprehensive wealth management service. We understand the necessity for your financial stability to be maintained throughout the legal proceedings, as well as the need to plan for your future income and financial security. Separation and divorce are life changing events both emotionally and financially. We seek to work with you and your advisors to understand the needs of you and your family and help you understand how best to fulfill those needs over the long term. We also offer a Matrimonial Settlement Service, which enables us to help provide financial support to fund a divorce pre-settlement, as well as helping you make important investment decisions and building a long term relationship with you, once your settlement has been received. SGPB Hambros has offices in London, and regional locations throughout the UK, as well as Gibraltar, Guernsey, and Jersey, which provide banking, financial planning, investment management and trust services on a bespoke basis.

Dionne worked for Barclays Wealth before joining SG Hambros and has over twenty years of experience in working with private clients and their families, to help them define and achieve their long term financial goals. She is actively involved with a number of professional networks for women and also supports a team of lawyers who offer Integrated Mediation.

Contact Dionne: Tel: 020 7597 3227 – email: dionne.thomas @sghambros.com