About Asquire Wealth Management

Asquire Wealth Management provides wealth management advice to individuals, trustees and corporate clients. The Company aims to provide the best possible service for clients. We aim to deliver this by taking a personal approach, by seeking a complete understanding of our client’s current requirements and future objectives, so that we may provide the necessary service to satisfy them.
We look to preserve and grow the wealth of our clients, and protect them against financial risk. Our commitment is to ensure the advice, service and on-going support we provide is of the highest quality and relevant to the needs of the clientents and future objectives in order to strive to arrive at the final desired outcome. There is no charge for initial consultations so contact us and find out we can help you plan for your future.

Why Asquire Wealth Management?

Asquire specialises in delivering face-to-face wealth management advice to individuals,
trustees and corporate clients. The Company is founded on a culture of positioning ourselves in line with our clients. This is possible through a personal approach, understanding our client’s current requirements and future objectives in order to strive to arrive at the final desired outcome. There is no charge for initial consultations so contact us and find out we can help you plan for your future.

Our Approach

Acting for our clients in a manner in which we would act for ourselves is one of the core beliefs of the firm: We achieve this by offering a personalised service tailored to each individual. Preservation of capital is of key importance and yet so is capital growth; our advisors seek to evaluate your requirements in order to achieve a balance of the two, taking into account attitude to risk, time horizons and any liabilities that must be met.
We develop our relationships with our clients by maintaining regular contact, offering advice as and when required by our clients on matters that suddenly arise and by developing financial solutions for the future.

Our Investment Approach

At Asquire we do not employ inhouse investment managers. Instead we carefully select external managers of exceptional ability to help manage our clients’ wealth.
This has a number of advantages:

  • It gives us the freedom to select first-class managers from around the global investment market to manage funds on behalf of our clients.
  • It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges or inconvenience to the client.
  • It gives our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different management styles.

Manager
Research & Selection

While past performance is a useful measure of historical success, we do not believe it can be used to accurately predict future performance. Therefore while the industry remains preoccupied with the past we have developed over the years our own evidence-based manager assessment, selection and monitoring discipline that is more forward looking in nature.

Our assessment includes a thorough review of portfolio footprints i.e. the manager’s investment transactions and portfolio holdings, combined with in depth investment specific discussions with the key investment professional(s).

  • Pedigree – we only select capable, qualified, and experienced managers.
  • Infrastructure – all the firms that we work with must have a professional set up and a team that is adequately resourced and qualified to manage our client’s assets.
  • Sustainability – managers must demonstrate sustainability of the investments models, and strategies, together with sustain ability of their own business models.
  • Absolute return – we are only interested in managers that can produce returns regardless of market conditions.

Our Clients

Asquire provides advice to clients with investable assets of £100,000 or more. Our Advisers offer advice on:

  1. Pensions
  2. Tax and Estate Planning
  3. Alternative Investments
  4. Property
  5. ISA’s
  6. Managed Investment Portfolios
  7. Insurance and Protection
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