Bespoke Wealth
Management Services

BRI Wealth Management plc is a leading, independently owned, wealth management company. We have over 45 years’ experience in providing discretionary, advisory and execution-only investment management services for private investors, family trusts, charities, and financial institutions.

Intermediaries

We are committed to establishing and nurturing long-term relationships with intermediary partners and our newly formed division focuses solely on the intermediary market. As well as our relationship management expertise, we know we can offer our partners something a bit different.

Quarterly Market Commentary

Whilst the summer months are usually a relatively quiet affair for stock markets, this summer has been full of political and economic drama, worthy of a hit ITV Sunday night soap. Whilst initial focus has been on our own domestic situation, the markets have gradually become more globally orientated with their concerns.

Media & Events

If you are interested in attending one of our seminars, please keep an eye on our Events Page located within the Media Centre. Our wealth management experts host a number of seminars each year covering a wide range of topics across all of our service sectors.