Wealth Planning

Wealth Planning


Tailored wealth planning helps you look forward with confidence.
Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.
A holistic approach.
Like all our services, our wealth planning begins with your needs and ambitions, always with an eye on how they may change over time. We don’t just manage investment portfolios; we will consider how we can apply all of our resource to help you with planning for all ambitions. Regular meetings with your Wealth Planner help us to ensure your plan is up to date and always ready for whatever challenges and opportunities come along. It’s this rounded and long-term approach that sees us looking after the needs of families for generations.
holistic
confoty
Make yourself comfortable.
Helping you achieve what you want from your wealth is one of our core objectives. However, our advice goes beyond. Your pension fund is a very valuable asset and we provide comprehensive solutions for your retirement. We can advise on scheme suitability and contribution strategies, plus other options to make the most of your pension, including property or other types of investments.
Your future in good hands.
We’re here for all of your life’s milestones and to help you prepare for the future. We are able to help navigate the complexities of estate planning, inheritance tax and setting up trusts, for seamless family transitions. We help you with inheritance tax mitigation, or working with your solicitor on appropriate Will and Trust structures (depending on locations). For added reassurance, we can help with a range of protection solutions, including life assurance to protect your family (available products and services may depend on your country of residence).
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Our services cover:


Family protection


Investment 
structures


Estate and
inheritance planning


Retirement planning
and pensions


Lifetime cash flow modelling

Always there for you
At Quintet, we pride ourselves on being small enough to really get to know you, yet big enough to give you easy access to the best the world of finance has to offer. Whatever your needs, we will provide objective insights, advice, products and services tailored to your personal goals. And with offices in 50 European cities we are always there for you wherever you are. Why not come and talk with us today?
Find an office near you
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How we help you

As a private bank for people who see the world differently, we partner with you to help you to invest in the life you want for yourself and your family, providing insight and introducing opportunities – always putting you first.

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Insights

Here you will find stories that inspire and inform. Access the latest investment views and financial market insights. News from the world of Quintet and about the topics that matter.

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Investment management

Our investment management service isn’t just designed to help you achieve you financial goals; it’s designed completely around you, your immediate and long-term goals, your attitude to risk and even how comfortable you are with making investment decisions.

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Quintet does not offer tax advice to clients and the tax treatment depends on individual circumstances of the client and these circumstances may change in the future.