Say you’ve sold your family business, and now you’re suddenly sitting on significant wealth and assets. However, they’re scattered. You have cash in multiple currencies, property holdings across various regions, and a few legacy investments that no one quite understands.

Now you’re sitting with a problem where you don’t just need someone to manage your money. You need someone to bring clarity, structure, and direction to your asset holdings.

That’s the role that an asset management firm can play. But you need to choose the right one.

Here’s how you might want to go about it.

Determine What Asset Management Services Are Offered

At its core, asset management is really about growing and preserving wealth. Many firms claim to do this, but the best asset management firms, like Swift, go beyond portfolio performance. Good asset management firms offer investment strategy and portfolio construction, as well as risk management and diversification advice and services.

They will also offer tax optimisation and estate planning and access to alternative assets in private markets. You’ll also get consolidated reporting and performance insights to facilitate decision-making.

Whether you’re an individual, a family, or an institution, ultimately, you want the same thing, which is to align your assets with your long-term objectives.

What Sets UK Firms Apart?

Given that the UK is one of the world’s most developed financial markets and is home to a wide range of asset management firms, from global giants to boutique specialists, getting a good asset management firm in the UK can give you access to regulatory strength. UK firms operate under the Financial Conduct Authority’s stringent rules to offer investor protection and transparency.

UK asset management firms can also offer global reach and have deep experience managing cross-border portfolios. Moreover, London remains a hub for ESG investing, FinTech integration, and alternative asset access. This kind of innovation and the diversity of offerings are major strengths, but it also means that choosing a provider requires careful thought.

Key Factors When Choosing A Firm

With so many asset management firms available to choose from, you need to evaluate them carefully. You want to determine whether they offer independent advice or whether they are tied to specific products.

Also, how are they compensated? Is it fee-based, commission-based, or a mix? Try to determine whether they can manage assets across currencies, jurisdictions, and asset classes.

Also, it’s important to determine the asset management firm’s track record in navigating market volatility and how they handle planning, communication, and reporting.

Ultimately, you want a firm that can act as a long-term partner, not just a portfolio manager. The best firms act as advisors who understand the full context of your wealth and work with you to maintain and grow it.

If you’re looking for asset management services in the UK that are tailored to complex, multi-asset portfolios, then look no further than Swift. Contact us today if you value strategic oversight, discretion, and global capability.