Private Wealth Management
Wealth managed as though it were our own.
A single partner, a dedicated investment team, and a mandate defined entirely by your objectives, your family and your horizon.
The practice
Advice without conflict, portfolios without compromise.
Private wealth management at John Investments begins not with a product but with a conversation. We seek to understand the shape of your wealth, the obligations it carries, the people who depend on it and the purpose you intend it to serve.
From that understanding we construct and manage a portfolio drawn from the whole of the market. Because we sell nothing of our own, every position is held for one reason only: because we believe it is right for you.
Read our investment philosophy
How we help
Three ways we serve private clients.
Discretionary management
You delegate day-to-day decisions to us within a mandate we agree together. We manage the portfolio actively, report transparently, and remain accountable for outcomes.
Advisory portfolios
You retain the final decision on every transaction, supported by our research, ideas and access. Suited to clients who wish to remain closely involved.
Wealth planning & succession
Structuring, liquidity, philanthropy and the orderly transfer of wealth to the next generation, coordinated with your legal and tax advisers.
How we begin
A considered path into the relationship.
Discovery
We listen. We map your assets, liabilities, obligations and objectives, and the risks you are willing to take.
Proposal
We present a written investment policy and a proposed allocation, with the reasoning behind every decision.
Implementation
We open accounts, transition existing holdings with care for tax and cost, and put the portfolio to work.
Stewardship
We monitor, rebalance and report, and we review the strategy with you formally at least twice a year.
Why John Investments
What sets the relationship apart.
Genuine independence
No proprietary funds, no distribution agreements, no incentive to recommend anything other than what serves you.
Continuity of people
Our partners stay. The person who understands your family today will, in all likelihood, still be advising it in a decade.
Institutional access
Private markets, co-investments and managers ordinarily reserved for institutions, made available within a private relationship.
Radical transparency
Fees, performance and positioning are shown plainly. You will always understand what you own and what it costs.
In practice
We arrived with a business sale to manage and no plan for what came after. Five years on, our capital is working, our children understand it, and we sleep.
The practice in full
Every private wealth capability.
Questions
What clients ask us first.
Continue
Related capabilities.
Begin the relationship
Begin with a conversation.
Speak with a partner, in confidence, about your circumstances and what you intend your wealth to achieve.