Trusted advisers
in Wealth Management
Mallory Wealth is a private company owned by its directors and advisers, set up to offer an innovative approach to helping wealthy individuals, trusts and charities manage their wealth.
Mallory Wealth Limited
20 North Audley Street
London, W1K 6WE
T. +44 (0) 20 7129 1177
E. info@mallorywealth.com
Experience & expertise
Having previously worked at Lloyds Private Banking and with no ties to any particular provider or product, we have the knowledge, experience and contacts to offer you real independent wealth planning. Our focus is on building long-term relationships with our clients built on trust and transparency, normally in the form of ongoing advice rather than one off transactions.
Choose from the whole market
Our investment management is out-sourced to some of the best fund managers in the market place. We select the managers best suited to your needs and work alongside them to ensure they deliver the balance of risk and return you are seeking. We provide expert financial advice but DO NOT undertake the fund management ourselves. We have deliberately separated out these two distinct areas of expertise so we can choose from the whole market and not be tied to an in-house solution.