About Us
Wealth Management
We offer a bespoke independent wealth management service to private clients, charities and trusts – a service built on over 22 years of institutional and private client experience that places investment performance and client service at the heart of everything we do.
Our aim is to make life easier for all our clients – to demonstrate to every client every day that their wealth is being well looked after and we are managing our clients’ wealth as we would manage our own.
Whether you have an existing investment portfolio, cash savings, a self-invested pension plan or ISA, we offer global investment expertise working to help our clients achieve their goals and ambitions.
Probate
We offer a full-service probate service to estates – typically instructed by solicitors, our probate discovery, valuation and stock-broking services are fast, cost-effective, local and in-person – cutting the workload for solicitors and private clients.
Unlike many national wealth managers who often consider probate a distraction, probate is at the heart of our business.
We welcome client estates of all sizes.
Tom Helme FCSI
Tom has managed and advised on investment portfolios for private clients, charities, institutions and trusts for over 20 years. A graduate of Bristol University, Tom was previously an analyst and investment manager at Baillie Gifford & Co. in Edinburgh, Investec Wealth in London and, for the last 4 years, head of office for Rowan Dartington & Co. in Chichester, West Sussex. Tom is a Chartered Fellow of the Chartered Institute of Securities and Investments.
He returns to West Sussex with a young family and lives in the South Downs. When not working, he divides his time between the Czech Republic and a farm in Cumberland. Tom enjoys cricket and skiing.
Phillip Russell
Phillip has over 35 years of experience in investment and risk management including specialist expertise in currencies. Phillip began his career at Lloyds Merchant Bank before moving to CIBC/Wood Gundy in Hong Kong & Tokyo, and then WestLB. During his time in Asia, he advised some of the world’s largest companies and financial institutions on their investment portfolios and interest rate and currency risk management.
Phillip joined UBS on his return to the UK as a relationship manager advising entrepreneurs and complex accounts including the Scanlon family, one of the leading names behind the Fosters brewery business. In 2004, he co-founded Victoria Capital, now Victoria Private Investment Office, with Inno Van den Berg and the Scanlon family.
Inno van den Berg
Inno has over 30 years of investment experience. Inno has worked for SG Warburg, HSBC and UBS. In 2004, Inno started a family office in London for the Scanlon family, a wealthy Australian family. Inno sits on several corporate boards as a non-executive director and is a Trustee for several charities. Inno also is a governor of a local academy high school near Ipswich. He has acted in several legal cases as an expert witness and has spoken frequently on investment risks and disputes relevant to charities and Trustees.
Inno is a Chartered Fellow of the CISI, a Chartered Wealth Manager, a member of the Expert Witness Institute and a member of the Academy of Expert Witnesses.
Keeping you informed
Nominee account
Client assets are held separately in nominee accounts with custodians through AJ Bell.
Protection
You are protected by the Financial Services Compensation Scheme (FSCS). FSCS is an independent body established by the Financial Services and Markets Act 2000. Full details are available on request.
We also have specialist insurance cover in place to protect us and our clients from loss to any of our clients’ assets.
Valuations & Reports
We will send you regular valuation reports and an annual consolidated tax certificate as standard and you may request additional valuation reports as often as you wish.
Online access to see your current portfolio is also available anytime.
Charges
Please see our rate cards for full details of our fees and dealing commission by service.
