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Wealth management for individuals and families who value straightforward advice, thoughtful planning, and a single team that understands every detail.
We support individuals and families whose needs go beyond an off-the-shelf investment platform. Substantial capital raises real questions about liquidity, family, property, risk, and timing.
Portfolio management, planning, and reporting are handled by one dedicated team, so every moving part stays visible and easy to manage.
For clients still building wealth, we construct diversified portfolios spanning public markets, private credit, and carefully chosen alternatives.
For clients who prioritise stability, we combine income strategies, fixed income, and structured solutions while protecting purchasing power and liquidity.
For families thinking across generations, we align investment decisions with estate, trust, and philanthropic goals.
ClearPoint Capital delivers private wealth management designed around each client — from building the portfolio to planning succession. Every strategy starts from your circumstances, never from a template.
Investment strategies matched to your risk tolerance, liquidity requirements, and long-term goals.
Guidance on succession, ownership, entities, and cross-border matters.
Selective access to private credit, real estate, and co-investment opportunities where appropriate.
Deposit and lending support through banking partners, including Lombard lending where suitable.
Consolidated reporting, coordination, and planning for families with several entities or advisers.
A senior point of contact backed by specialists, so nothing falls between teams.
Partner with a team that combines planning, portfolio guidance, and hands-on support for families, founders, and long-term investors.