Other wealth services
As holistic wealth managers our purpose is to provide high-quality services for high net worth individuals at keen prices across all their needs. Where we cannot provide the service ourselves, we refer to trusted third parties.
Ringmaster role
‘Holding the ring’ does not mean doing everything, or having all the required expertise, but it does mean ensuring that all the support services for personal wealth are in place and that connections between them are made when they need to be made. In this trusted capacity, we are more financial planner than portfolio manager, because of the broad, holistic scope of the support services and the benefits of one firm being aware of everything.
Though that often means working with a framework of existing agents, such as family solicitors and accountants, it may involve us making recommendations to change or add to the framework where we have any concerns.
How we get paid in such a case varies between explicit charges for our time or no remuneration if appropriate (but not fee sharing).
Specific services
Will writing and power of attorney
Foreign exchange services
Residential and commercial mortgages
Equity release
General insurance for high net worth individuals
We can advise on the most appropriate firm, or a short list of firms, based on your particular circumstances and needs, in each of the following areas:
Legal services
Accounting services
Tax consultancy services
Fowler Drew differs from typical investment firms who seek ‘alpha’ for alpha’s sake, instead harvesting low-cost ‘beta’, building towards target outcomes that clients get to define. Their assumptions about how markets behave seem sensible and plausible to this non-expert client. The focus on outcomes helps us to understand what we are doing and why. It’s self-contained, neat and tidy and very suitable for busy lives.