Bespoke Wealth Management

At Heligan Wealth Management, we specialise in guiding high and ultra-high net worth individuals and their families with tailored wealth management strategies. 

Founded in 2015 by a team of talented, experienced professionals with a common vision, Heligan offers a fresh, independent approach to wealth management, setting us apart from traditional, large-scale private banking. Our focus is on delivering personalised, strategic advice that aligns with your unique financial goals. 

Long-term client-centric relationships are the foundation of Heligan Wealth Management’s approach, built on trust, personalised service and a deep understanding of our clients’ financial goals and personal values.

Our philosophy & expertise in Wealth Management

At Heligan Wealth Management, we seek to build lifelong partnerships with our clients. Our approach is to understand your financial aspirations and provide wealth management solutions that are meticulously tailored to your individual needs. We pride ourselves on our foundational principles of independence, discretion, and dedicated relationship management.

Investment management

We offer bespoke portfolio management solutions to meet your unique financial objectives.

Tax & financial planning

Our expert guidance helps ensure your wealth is not only protected but also strategically passed on to future generations.

On/offshore solutions

We provide multi-jurisdictional banking and custody solutions that cater to global financial needs.

Wealth structuring

Tailored strategies for wealth structuring to optimise your financial landscape.

Bespoke debt solutions

Customised property or asset-backed lending solutions designed to support your investment and liquidity needs.

Cash management

Personalised cash management services to enhance liquidity and maximise returns.

Financial family office

Comprehensive support that covers all aspects of your family’s wealth, offering cohesive financial oversight.


Detailed and holistic reporting of assets to give you a clear and consolidated view of your financial status.

Our team

Our team's collective achievements span hundreds of years across a range of sectors, providing a solid foundation for our capacity to deliver clear, precise, and invaluable intelligence-driven financial services.


Latest news: Wealth Management

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Contact us

Get in touch today to explore how we can support your future needs.