All of our investment advice is provided through our sister company SB Wealth Management which is owned buy our CEO Mr Stacey Body.
SB Wealth Management is a boutique consultancy specialising in investment and tax planning strategy for high net worth and non-UK domiciled clients.
From our offices based in the City of London we work with both private individuals and corporate clients to understand their specific investment and tax planning needs. We advise and implement long term strategies to maximise wealth and to reduce tax liabilities and have extensive experience with dealing with UK and non-UK domiciled high net worth and ultra high net worth clients.
The majority of our new business is generated from existing client referrals and recommendations from London based law and accountancy professionals.
As part of St James Place Wealth Management, who manage client funds of nearly £58 Billion, we are able to provide a Guaranteed Advice on a bespoke long term basis focused on delivering exceptional personalised service focused on increasing clients long term wealth.
Stacey Body has worked as a specialist investment consultant for over 15 years. He has extensive industry experience and has developed his investment speciality over this time. As the Principal of SB Wealth Management he is able to bring together his extensive knowledge and experience to provide clients with a bespoke investment strategy personal to them.
Stacey has specialised in providing advice to ultra/high net worth individuals from all corners of the globe and has an in-depth understanding of their specialist investment and tax planning needs.
Whether investing newly acquired capital or planning to exit an existing poorly performing portfolio in a the most tax efficient manner, Stacey Body and his team at SB Wealth Management are the specialists to contact.