Personalised Wealth Management for UK and International Investors

Plan to Prosper

We help our clients achieve their financial goals and build a secure future for themselves and their families.

Who we work with

For UK investors our aim is to deliver a unique wealth-management solution with an emphasis on managing risk and preserving capital.

Established

Working with clients for over 30 years

Global

Unrestricted access to global markets

Trusted

Clients stay with us for the long-term

Regulated

by the Financial Conduct Authority (FCA)

What Our Clients Think

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“Their services and abilities are so excellent”

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“Personal touch has been second to none”

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“It’s difficult to fault Realm’s service“

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“Very honest approach”

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“Great service and conscientious”

“Straight talking, trustworthy individuals”

Personalised Service

We build long-term relationships with our clients and stay closely in touch. It is important to us that you are happy with our service and understand what we do for you.

Proactive Management

Our proven investment process employs a unique top-down proactive asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

Out-Performance

Our portfolios have been live since 2012. They were designed with the aim of delivering superior risk-adjusted returns and have out-performed their benchmarks. 

“How do I get started planning my financial future?”

Schedule a chat

Arrange a free no-obligation confidential conversation to see if we can be of service.

Book an investment overview

We will help roadmap your financial goals so you can start building a secure future for you and your family.

Put your money to work

We'll work closely with you. You will know where you're investing and how your investments are performing.

What we do

Research

Our team conducts its own extensive in-house research. The depth and breadth of our capability matches that offered to large institutional investors.

Evaluate

Performance depends on how the research is evaluated. Each member of our team has decades of experience across all market conditions.

Allocate

There is virtue in spreading investments but the real skill is allocating efficiently to those assets which will deliver and actively managing risk at the same time.

Liaise

We deliver clear and concise communication with our clients including weekly market updates, quarterly valuation reports and performance data.

Monitor

Many managers review their positions monthly or even quarterly. That's not enough. We constantly monitor so we can respond quickly should the need arise.

Our strategies are diversified portfolios of investments in a range of asset classes that are managed by a process of active asset allocation and investment selection.

We manage the process of making your money work hard, so you don't have to.

Our investment approach will differentiate us from many firms. Firstly, our investment research is conducted exclusively in-house. Most investment firms acquire their research from the same third-party sources often resulting in a “sameness” approach across managers. Whilst we do not strive to be different, our independent approach often means we hold a different view to many fund managers.

Secondly, we believe in Active Management and although we are not adverse to using low cost index-tracker funds, we always seek to add value through experienced fund managers who can out-perform passive investment strategies.  

Our investment process was developed over many years and employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

Download Our Free Brochure

Download Our Free Brochure

Download Our Free Brochure