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City Wharf Private Wealth is a privately owned, modern boutique wealth management firm. Providing expert face-to-face advice through cutting-edge technology, access to responsible investment planning solutions, and a full wealth management service.
We believe our clients are the highest priority. Therefore, aligning with our clients’ visions and goals is at the heart of everything we do.
We believe our clients value access to exceptional talent; with access to global scale resources to get the most optimised recommendations.
We believe in investing in innovation across all aspects of our services, in order to meet the multi-channel needs of our exceptional clients.
Join our online webinar event and explore how our team at CWPW can help you to plan, build and manage your wealth. Helping you to attain your future ambitions and goals whilst achieving financial security & peace of mind.
Our purpose is to create, enhance and preserve our clients’ vision to empower their tomorrow.
“Our mission is to represent a true reflection of society. Encouraging inclusivity, diversity, and support of financial education and wellbeing to empower all. We are passionate about creating a more enriched, sustainable, and better environment for now and the future of our world.”
The CWPW Founders
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth is a trading name of City Wharf Private Wealth Ltd. City Wharf Private Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’ City Wharf Private Wealth Limited is registered in England and Wales, Number 12529461. Registered Office York House, 23 Kingsway, London, England, WC2B 6UJ.
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