Wealth Management

Collins Stewart Wealth Management (CSWM) is a leading investment manager and stockbroker with a focus on preserving and growing clients’ wealth via a range of sophisticated investment services including financial planning, portfolio management, stockbroking and investment funds.

Our range of investment services are tailored to suit the individual needs and requirements of private clients, intermediaries, institutions and charities.

Fund Management

We manage and administer £4.9bn of assets through Collins Stewart’s international network of offices. A sub-division of CSWM, Collins Stewart Fund Management is an independent, active and multi-disciplined investment manager focused on delivering high-quality investment returns to a broad array of clients.

We manage a range of funds across multiple asset classes utilising the talent and proven investment processes of our investment managers and in-house teams.