Our Markets  |  Buy Side  |  Wealth Managers & Private Banks

Our Wealth Management clients provide tailored expertise and services to a wide variety of clients ranging from small businesses and wealthy families to high and ultra high net worth individuals. At Cornwallis Elt we also appreciate that there is not a “one size fits all” solution and that there are some notable differences between the mainstream Investment Management businesses we work for and those in the Wealth Management community. We aim to treat each as individual businesses, recognizing their own subtleties and differences and provide a recruitment solution that helps them meet their own individual business objectives.

Since Cornwallis Elt was formed we have worked closely with Wealth Managers and Private Banks across the spectrum of small family run firms to some of the largest Wealth Managers in the world. Our very first client was within this sector and remains today an important and valued client of the business. Over the last decade, we have worked on numerous projects in both various UK centres and across Europe, especially within Switzerland. Examples include:

  • Full front to back office systems projects
  • Business operating models, business change and integrations
  • Order Management systems
  • CRM
  • Web based client platforms and investment websites
  • Inheritance and estate planning
  • Tax wrapped products and tax planning
  • Alternative Investments
  • Pensions
  • Discretionary Portfolio Management
  • Share dealing
  • Foreign Exchange and Cash Management
  • Private Equity and Venture Capital Trusts
  • Access to Hedge Funds, Fund of Funds and Multi Manager platforms
  • Mortgages