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Wealth management providers for international clients

Compare wealth management providers for international clients, including cross-border capability, client minimums, financial planning, investment management and service scope.

Some providers may have commercial or referral relationships with WiT Access. Commercial relationships do not determine editorial inclusion or ranking. Availability, eligibility and minimums vary by jurisdiction and individual circumstances.

How to compare

Start with the relationship, not the provider name

Wealth management can combine financial planning, investment management, retirement planning and coordination with tax or legal professionals. International clients should also ask whether the relationship can continue after another move, which entity provides the service, and how reporting changes across jurisdictions.

01
Service model
Planning, investments or both?
02
International capability
Can they continue serving you after a move?
03
Minimums
What level of investable assets is required?
04
Cost
How are planning, management, custody and product costs charged?

What to compare

This is a list of questions. It does not score the providers below.

What to ask

Why it matters

Financial planning: Whether the relationship covers a plan, or only a portfolio.
Investment management: Who decides trades, and within what mandate.
Cross-border support: Whether a move changes what the firm can still do.
Jurisdictions accepted: The legal entity, and the countries of residence it can serve.
Minimum investable assets: The published segment may not be the service you would use.
Fee model: Planning, management, custody, platform and product costs are separate.
Custody: Who holds the assets, and what happens if the adviser changes.
Pensions: Whether retirement accounts are in scope, or referred elsewhere.
Estate-planning coordination: Whether the firm will work alongside a lawyer, and on what.
Tax-reporting support: What information is produced, and what is left to a tax adviser.
Family / multi-generational planning: Whether people in more than one country can be included.
Private-office capability: Whether more complex wealth has a stated service, or is not described.
Ability to continue after relocation: A relationship that works today may stop at the next border.
Review frequency: How often the plan is looked at, and what that meeting covers.

Filter providers

Client type

Service

Geographic need

Asset level

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7 providers listed for comparison.

Cross-border wealth planning
AES International
Cross-border specialist
Ideal for
HNW globally mobile families, senior executives and business owners
International reach
Middle East, GCC and global UK families
Public minimum
$1m+ often cited; another page references £500k+
Services
- Financial life management
- Wealth management
- Investment strategy
- Retirement
- Estate and tax planning coordination
- Cross-border planning
Listed for comparison. Availability varies by jurisdiction.
View provider AES International Request an introduction to AES International
Wealth management
Cazenove Capital / Schroders Wealth Management
Multi-jurisdiction wealth management
Ideal for
HNW and UHNW individuals, families, entrepreneurs and international families
International reach
UK, Europe and Asia
Public minimum
£1m+ for a stated US-connected discretionary example
Services
- Global wealth advisory
- Financial planning
- Investment management
- Wealth and estate planning
- Banking and lending
- Cross-border investment management
Listed for comparison. Availability varies by jurisdiction.
View provider Cazenove Capital / Schroders Wealth Management Request an introduction to Cazenove Capital / Schroders Wealth Management
Cross-border wealth planning
Partners Wealth Management
Cross-border specialist
Ideal for
HNW private clients, senior professionals, business owners and internationally connected families
International reach
UK-led, with cross-border planning
Public minimum
Minimum not publicly stated
Services
- Financial planning
- Investment management
- Retirement
- Protection
- Estate planning
- Cross-border planning
Listed for comparison. Availability varies by jurisdiction.
View provider Partners Wealth Management Request an introduction to Partners Wealth Management
Investment management
Quilter Cheviot
Multi-jurisdiction wealth management
Ideal for
HNW and private clients, and internationally mobile investors
International reach
UK, Jersey, Dublin and Dubai
Public minimum
Minimum not publicly stated
Services
- Discretionary investment management
- Advice and dealing
- Managed portfolios
- International model portfolio services
- Multi-currency and offshore investing
Listed for comparison. Availability varies by jurisdiction.
View provider Quilter Cheviot Request an introduction to Quilter Cheviot
Wealth management
Rathbones
UK + international capability
Ideal for
HNW individuals, families, entrepreneurs and international clients
International reach
UK and Channel Islands
Public minimum
Private Office: £5m+
Services
- Financial planning
- Investment management
- Wealth management
- Wealth structuring
- Offshore investment options
- Banking and lending via a partner
Listed for comparison. Availability varies by jurisdiction.
View provider Rathbones Request an introduction to Rathbones
International wealth advice
Skybound Wealth
Strong international proposition
Ideal for
Expats, internationally mobile professionals, business owners and globally connected families
International reach
UAE, Cyprus, Switzerland, USA, Spain and the UK
Public minimum
£100k–£249,999 Wealth Builder; £250k+ Executive
Services
- International wealth advice
- Investments
- Pensions
- Inheritance planning
- Moving abroad or returning to the UK
- Cross-border planning
Listed for comparison. Availability varies by jurisdiction.
View provider Skybound Wealth Request an introduction to Skybound Wealth
Wealth management
Titan Wealth
UK + international capability
Ideal for
HNW individuals, business owners and families
International reach
UK, Channel Islands and UAE
Public minimum
Minimum not publicly stated
Services
- Financial planning
- Investments
- Pensions
- Insurance
- Discretionary portfolio management
- Fiscal reporting
Listed for comparison. Availability varies by jurisdiction.
View provider Titan Wealth Request an introduction to Titan Wealth

Compare wealth management providers

Compare the international proposition, the published client segment and where the firm works. Open a profile for each service in full.

Wealth management providers listed for comparison
Provider	Proposition	Best aligned with	Minimum	Services	Markets	View
AES International	Cross-border specialist	HNW globally mobile families	$1m+ often cited	Financial life management · Investment strategy + more	Middle East	View
Cazenove Capital / Schroders Wealth Management	Multi-jurisdiction wealth management	HNW and UHNW individuals	£1m+ for a stated US-connected	Planning · Investments + more	UK, Europe and Asia	View
Partners Wealth Management	Cross-border specialist	HNW private clients	Minimum not publicly stated	Planning · Investments + more	UK-led, with cross-border planning	View
Quilter Cheviot	Multi-jurisdiction wealth management	HNW and private clients	Minimum not publicly stated	Discretionary investment management · International and offshore	UK, Jersey, Dublin and Dubai	View
Rathbones	UK + international capability	HNW individuals	Private Office: £5m+	Planning · Investments + more	UK and Channel Islands	View
Skybound Wealth	Strong international proposition	Expats	£100k–£249,999 Wealth Builder	Investments · Cross-border + more	UAE	View
Titan Wealth	UK + international capability	HNW individuals	Minimum not publicly stated	Planning · Discretionary portfolio management · Pensions	UK, Channel Islands and UAE	View

Wealth management providers listed for comparison
Provider	Proposition	Best aligned with	Minimum	Markets	View
AES International	Cross-border specialist	HNW globally mobile families	$1m+ often cited	Middle East	View
Cazenove Capital / Schroders Wealth Management	Multi-jurisdiction wealth management	HNW and UHNW individuals	£1m+ for a stated US-connected	UK, Europe and Asia	View
Partners Wealth Management	Cross-border specialist	HNW private clients	Minimum not publicly stated	UK-led, with cross-border planning	View
Quilter Cheviot	Multi-jurisdiction wealth management	HNW and private clients	Minimum not publicly stated	UK, Jersey, Dublin and Dubai	View
Rathbones	UK + international capability	HNW individuals	Private Office: £5m+	UK and Channel Islands	View
Skybound Wealth	Strong international proposition	Expats	£100k–£249,999 Wealth Builder	UAE	View
Titan Wealth	UK + international capability	HNW individuals	Minimum not publicly stated	UK, Channel Islands and UAE	View

AES International
Cross-border specialist
Best aligned with
HNW globally mobile families
Public minimum
$1m+ often cited
Services
Financial life management · Investment strategy + more
Primary markets
Middle East
View provider
Cazenove Capital / Schroders Wealth Management
Multi-jurisdiction wealth management
Best aligned with
HNW and UHNW individuals
Public minimum
£1m+ for a stated US-connected
Services
Planning · Investments + more
Primary markets
UK, Europe and Asia
View provider
Partners Wealth Management
Cross-border specialist
Best aligned with
HNW private clients
Public minimum
Minimum not publicly stated
Services
Planning · Investments + more
Primary markets
UK-led, with cross-border planning
View provider
Quilter Cheviot
Multi-jurisdiction wealth management
Best aligned with
HNW and private clients
Public minimum
Minimum not publicly stated
Services
Discretionary investment management · International and offshore
Primary markets
UK, Jersey, Dublin and Dubai
View provider
Rathbones
UK + international capability
Best aligned with
HNW individuals
Public minimum
Private Office: £5m+
Services
Planning · Investments + more
Primary markets
UK and Channel Islands
View provider
Skybound Wealth
Strong international proposition
Best aligned with
Expats
Public minimum
£100k–£249,999 Wealth Builder
Services
Investments · Cross-border + more
Primary markets
UAE
View provider
Titan Wealth
UK + international capability
Best aligned with
HNW individuals
Public minimum
Minimum not publicly stated
Services
Planning · Discretionary portfolio management · Pensions
Primary markets
UK, Channel Islands and UAE
View provider

Wealth management providers for international clients

Start with the relationship, not the provider name

Service model

International capability

Minimums

Cost

What to compare

Filter providers

AES International

Cazenove Capital / Schroders Wealth Management

Partners Wealth Management

Quilter Cheviot

Rathbones

Skybound Wealth

Titan Wealth