The Investment Partnership

Private Wealth Management

The Investment Partnership is a partnership because we decided, in 1992, that when it comes to other people’s wealth – and ultimately, happiness – this was the only way to work.

It’s not just a numbers game – how you feel about your investment strategies is every bit as important. And the only way to make sure we’re in tune with each other is to keep it personal, but professional at all times. Sensible fee structures, transparency and reporting are key ingredients.

It’s a philosophy that has seen us grow year-on-year to a point where we now exceed over £100 million of funds under management. Every penny of which has come through referrals, which means we must be doing something right.

We specialise in private wealth management for individuals who need bespoke strategies to manage their funds and find routes to acheive financial goals.

Matt King, Partner