A personal approach to building long-term partnership
Working with your dedicated client executive and adopting a truly holistic approach, AFH Private Wealth provides a tailor-made service to managing your wealth and financial goals.
We create bespoke investment portfolios, aligned with your aspirations and attitude to risk, which can be managed on a Discretionary or Advisory basis.
Your dedicated client executive will take the time to carefully evaluate and assess your circumstances, aspirations and risk appetite before any decisions are made. Supported by a team of in-house experts including our Investment Research Team, we will create a dynamic portfolio that's designed to grow with you and reflect your evolving objectives.
Here’s what to expect
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Personalised advice & relationship management
We actively listen and work with you to understand your financial circumstances and goals and we'll work with you to achieve them.
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A dedicated team of experts
From building a strategy based on your aspirations and risk appetite, to ongoing check-ins and guidance; your client executive and supporting team of in-house specialist are here for you.
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High quality, independent advice tailored to your needs
We build financial and investment solutions based on your needs, not on our products or solutions.
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Access to your investment portfolio 24/7
Monitor your investments on the go, on any device, from anywhere in the world with our client portal, WealthHUB.
How we work
We take great care in assembling a team of specialists who will work together to ensure all your financial and investment goals and objectives are met.