Established in 2015 and headquartered in Manchester, Artorius is a UK based wealth advisory business that provides wealth planning and investment advice for financial services professionals, UK business owners and entrepreneurs, private equity professionals and individuals inheriting wealth.
Artorius provides exceptional client service to HNW and UHNW clients, driven only by the needs of individuals and their families. We are different because we provide access and choice to clients via the quality products of private banks and other asset managers including institutional products not usually available to private clients, fused with wealth planning advice covering tax efficient structures and investments.
Each client’s individual requirements are central to everything we do. The family’s key requirements are established from the outset via our wealth planning team. With no ties and an unconflicted advice process, we can source any solution to suit a client’s need.
We provide our family office clients with bespoke consolidated reports and analysis, which covers their total wealth across all custodians and asset classes.
Artorius’ in-house investment management team carefully consider asset allocation within our discretionary investment management service. Simultaneously, we have expertise in alternative investments including private equity and debt at all stages from start up to established, profit making enterprises. This is coupled with a clear understanding of different
legal structures and their tax treatment, which is a differentiator compared to some of our competitors.
Areas of expertise
◆ Wealth and Financial planning (includes tax efficient investing)
◆ Discretionary Investment Management
◆ Advisory solutions, Thematic funds, structured products
◆ Credit and Lending
◆ Real Estate Advice
◆ For our professional clients, we offer access to early-stage private company investment opportunities via Boardwalk Alternative Capital, which we source via our network.
To find out more on how we can advise and support you visit www.artorius.com