Wealth management

Hillier Hopkins no longer provides wealth management services itself, but refers all clients to its sister company, SATIS Asset Management Ltd – you are invited to follow the link to their site.

Are my investments and strategy right for me?

​SATIS is owned by our Principals, and follows the same philosophy we have been offering for many years: we believe that an investment strategy must be right for you, and for that reason ​SATIS offers its services only to clients it is comfortable are suited to its specialist proposal.

To us, wealth management has always been about ensuring that you and your family have stable investments, designed to provide a cash flow profile which has been agreed with you.  We believe that this is achieved by minimising the costs you suffer, including tax costs and transaction costs, and that, by combining tax and investment advice, we can achieve the optimum outcome.

Am I getting the right returns on my investment?

SATIS do not take an aggressive investment selection stance, i.e. lots of buying and selling, which creates the illusion of activity but incurs considerable costs and adds little benefit to you in the long term, even though it does give the appearance of activity to clients. Instead they offer academically tested robust and patient strategies. One of SATIS’s specialisms is advising American citizens that are resident in London; SATIS advises many non UK domiciled clients around the world.

If you answer anything other than a confident "yes" to ​the following three questions, why not click through to the ​SATIS website to find out how they could help you.

  • Do I feel confident about by family’s investments and financial planning?
  • Do my existing arrangements reflect my views on philanthropy and social impact investment?
  • Are my existing advisers chartered, certified and cynical?

SATIS Asset Management Ltd offer a complimentary second opinion service to Hillier Hopkins clients and only take on clients where they are confident that they can make a big difference to the client’s outcomes.

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Hillier Hopkins is a trading name of Hillier Hopkins LLP, which is registered as a Limited Liability Partnership in England & Wales, No. OC303707. Registered Office: Radius House, 51 Clarendon Road, Watford, Herts WD17 1HP. Registered to carry on audit work in the UK by the Institute of Chartered Accountants in England & Wales and authorised and regulated by the Financial Conduct Authority. A list of members of the LLP is available at the above address. HH and Hi logos are trade marks belonging to Hillier Hopkins LLP. © Hillier Hopkins LLP.

The Financial Ombudsman Service is an independent public body set up to resolve individual disputes between consumers and businesses. For more information visit them at http://www.financial-ombudsman.org.uk/