Offering a range of wealth management services to expats and nationals, from pension planning to investment advice, Blacktower has established itself as an industryleading firm across the globe with offices in the UK, US, Cayman, Australia, Switzerland, and across the EU. During the 37 years since its inception, the company has built a team of advisers who support clients as they move to different locations.
“One of the characteristics of Blacktower that really helps us to establish a strong position in the wealth management landscape is our ability to provide clients with a comprehensive range of offerings,” says Gavin Pluck, the Managing Director of Blacktower Financial. “This allows our clients to access a host of different financial services without having to use multiple providers or advisers. We understand that simplifying the wealth management process as much as possible and providing consistency is of real importance to those working with us and enables our clients to feel confident in the decisions being made.”
Blacktower’s extensive range of services, including mortgage advice, inheritance planning and tax solutions, is made possible by its substantial geographical footprint, relationships with trusted partners, and of course, an experienced and dedicated team of financial advisers who are based in a variety of locations across the globe.
Blacktower prioritises its clients’ goals and objectives, emphasizing the fact that effective wealth management is a very personal process that cannot be approached with a onesize fits-all strategy. The bespoke nature of their service is enabled by the range of functions they fulfill as a firm; providing assistance in pension and retirement planning, mortgage solutions, family protection policies, inheritance planning, cross-border asset management, tax efficiency, and discretionary fund management, Blacktower can select the services that are most relevant to their client, and tailor their experience to their location and personal preference. Blacktower’s DFM is a particularly unique strength for the group, as it provides them with the opportunity to offer clients a selection of different investment portfolios suited to their risk appetite.
One of the characteristics of Blacktower that really helps us to establish a strong position in the wealth management landscape is our ability to provide clients with a comprehensive range of offerings
Acting as a trade desk to provide assistance in the pursuit of long-term financial goals as well as with short-term needs as and when they arise, Blacktower’s DFM service also includes those who are the representative of a trust or a corporation as well as those who are managing a SIPP or QROPS.
“Our heritage combined with our agility as a firm really does help to differentiate us from our competitors,” states Pluck. “We have the reputation and experience that provides invaluable reassurance to new and existing clients while also being equipped with an extensive compliance and risk management team.”