Let us help you to visualise your financial journey, plan for what you need, and understand what you can afford.
Wealth planning
A central hub for all of your financial advice needs with a range of services including investment, tax efficient savings, protection insurance, and estate planning. You can choose the level of advice that suits you.
Wealth planning
Investing for your future
Using our range of global multi asset funds, we can help you to create the best investment portfolio for you, finding a balance between the financial returns you hope to make and the level of risk you are willing to take.
Investing for your future
Planning for your retirement
The earlier you start your retirement plan the better. And the process doesn’t have to be difficult or take a long time. Let us help you to find what you need to make your retirement as simple and stress-free as possible.
Planning for your retirement
Passing on your wealth
Lack of preparation can be a key reason for the loss of wealth between generations. Let our specialists in multi-generational estate planning help you and your family to transition wealth to the next generation.
Passing on your wealthKeep up to date with our latest insights and reports
Watch our latest update on the global economy and financial markets with our CIO Graham Bishop, read and download our corporate brochure, and check in every Monday for our Weekly Bulletin market update.
Handelsbanken Wealth & Asset Management brochure
Many of our meetings start with the same questions, why do I need a financial plan and what will it help me to achieve? In our corporate brochure we’ve set out to answer these and many other questions including those on investing, planning for retirement, tax, and selling a business.
Read more2023 Wealth Survey Report - Can we solve the gender wealth gap?
Read the results of our first national Wealth Survey, which delves deep into the issues surrounding wealth, personal finances and long-term financial planning.
Read moreAutumn Statement - November 2023
This insight focusses on some of the key tax measures announced by The Chancellor, Jeremy Hunt on 22 November 2023
Click hereSustainable Impact Report 2022
Discover the positive impact your investments are having in our latest Sustainable Impact Report
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