Wealth Management.

Our wealth management service brings together investment objectives, risk, strategy, asset allocation and wider financial planning, helping clients make clear, informed decisions as their circumstances and long-term needs evolve.

Core Service Offerings

Clear advice on investment objectives, risk, strategy and asset allocation
Integrated wealth planning that connects investment decisions with wider financial and life objectives
Pension and retirement planning incorporated into the client's long-term investment journey
Personal guidance for individuals, families, fiduciaries and advisers seeking coherent long-term financial outcomes
Regular review by experienced wealth managers as circumstances, objectives and market conditions evolve

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Key Contacts

Mike Mulhern

Wealth Director

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Simon Beal

Senior Investment Director

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“Mike has excellent technical expertise that was invaluable in assisting the moving of my pension to WAM. He also conferred with the top pension authority in the island to ensure the structuring of my pension was optimised for my future circumstances. I'd have no hesitation in recommending WAM for both their pension advice and their investment solutions, with returns to date that have exceeded my expectations.”
Andy Pemberton
“As a private client of WAM, I find them a pleasure to deal with. The quarterly information flow and personal email is a great touch, and their client portal is informative and easy to use. My relationship director is always available if I have a query or to meet up for a coffee.”
Mark Corradine
“I transferred my wealth management to Westminster a few years ago and have been most impressed by the high level of personal service they provide. The quarterly communications keep me informed on my investments and the market insights are always relevant and often insightful.”
Robin Sappe
“From the outset they made me feel comfortable and talked me through the process of creating a portfolio suitable for my needs. This was invaluable for someone with inexperience in investments. Nothing has been too much trouble and I'm delighted that previous losses have now been recouped over a 2 year period & during some difficult market conditions. They report to me quarterly with a detailed investment report and are always available to answer queries.”
Karen le Brun

Wealth Management.

Core Service Offerings

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