Wealth Management

Culross Global offers wealth management services to professional investors including qualifying UHNW individuals, trustees and businesses. We take pride in building an authentic relationship of trust with our clients so that we can find the best solutions for their circumstances, return objectives and risk tolerance.

We offer a broad range of confidential advisory services including existing investment portfolio reviews, asset allocation recommendations and manager or fund selection advice.

We also offer discretionary investment management services for both qualifying individuals and institutions through bespoke managed accounts. We can provide these services using the client’s existing banking relationships or introducing a new banking relationship with a wide range of prime European banks with whom we work.

Investing comes with risks, including the possibility that your investment may fall in value and that you may get back less than you originally invested. Please talk to us or your financial advisor if you require help.