Best Independent Wealth Management Firm 2025 – UK A private, independent wealth management boutique based in the heart of London, Artvera Private Wealth Management delivers its customised and comprehensive wealth planning solutions and corporate advisory services to high-net-worth individuals, their families, and their businesses. Authorised and regulated by the UK’s Financial Conduct Authority, the more than a decade of experience the firm has in the market has allowed it to carve out a name for itself as fully client focused. On the back of its win in this programme, we take a closer look at Artvera below. From its Mayfair office, Artvera delivers everything its clients need to manage their wealth holistically, with its detailed range of worldwide investment opportunities spanning four major alternative asset classes: credit, private, equity, real assets, and hedge funds. However, this merely scratches the surface of the firm’s provisions, as its services across wealth management go beyond managing client assets to encompass every single aspect of a clients’ financial life. This is seen through its wealth planning solutions. Another comprehensive offering, Artvera’s work across this complex and diverse arena covers everything from financial, tax, estate, and business succession planning to wealth structuring, legal issues, and fiduciary/trust services. For Artvera, the here aim is simple: to help clients better structure and protect their wealth to ensure they can effectively pass it down to future generations – whilst remaining legal and tax compliant. The third fundamental pillar of Artvera’s operation is based around corporate advisory services, which are those dedicated to matters pertaining to a client’s business, such as strategic issues and business planning. Just some of the areas the firm can offer its support in here include mergers and acquisitions, the right time to sell or purchase a business, advice concerning restructurings, and even support across capital markets and capital structure issues. For business owners, these services have proven invaluable. Lastly, truly underpinning the dedication Artvera has for more than meeting the unique needs of its affluent clients and their families, the firm is delighted to be able to offer lifestyle advisory services. These cover everything a high-net-worth individual needs for themselves and their loved ones, including international relocation, tax residency, and concierge services globally, as well as citizenship, education, and healthcare advisory. A firm that is much more than just the sum of its services, Artvera is built on a series of strong core values and principles. These span independence – the very foundation of this privately owned boutique, which remains flexible and reactive as a result of its ability to focus on clients and not inter-departmental conflicts – as well as a focus on exceptional quality, open architecture, and an alignment of interests. It is up to the small but dedicated team of experts here to uphold these across every client interaction. The man behind this team, Artur Bounegra, is both the CEO of the firm and its founding partner. More than just being responsible for Artvera’s strategic management, Artur ensures he dedicates most of his time to embodying the rigorous, boutique-style service delivery that the firm has become known for across industry circles. Underpinning this is Artur’s three decades of sector experience, 13 years of which come from banking and the remainder from investment management. Such expertise offers clients total assurance. Peace of mind is delivered further thanks to Artvera’s unique business model, which sees the four key areas of focus discussed above form a circle encompassing the client. This reflects the full-service nature of the firm, which has an approach that begins simply with a personal meeting and friendly conversation with a client, during which their financial goals will be identified. Also in this meeting, their appetite for risk and other considerations will be unpacked, paving the way for Artvera to perform its full analysis. What follows this analysis is a bespoke package of investment management and wealth planning solutions tailored from the ground up for the client and their family, accounting for the factors discussed above. Should it be necessary, Artur and the team also include their corporate advisory support and lifestyle advisory services, remaining in touch constantly to stay abreast of any changes and make sure that all of the client’s risks and opportunities align with today’s evolving economic, monetary, and political landscape. On a mission to provide its clients with the gold standard of wealth management services so that it can enjoy a strong relationship with them and see that they more than meet their financial goals, Artvera Private Wealth Management’s consistent realisation of these aims makes it a fitting recipient of this award and a place in the programme. Contact: Artur Bounegra Company: Artvera Private Wealth Management Web Address: www.artverawealth.com/en/
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