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Private Client Services
Private Client Service
At Dover Wealth, our Private Client Service is reserved for high-net-worth individuals who demand the very highest standards of investment management and personal attention. Every client benefits from a dedicated relationship manager and a fully bespoke investment strategy.
Bespoke Portfolio Construction
We build portfolios from the ground up, aligning asset allocation with your unique financial objectives, risk tolerance, and investment horizon. Our approach draws on rigorous research, institutional-quality analytics, and deep market insight.
Comprehensive Risk Management
Effective wealth preservation requires disciplined risk management. We employ sophisticated diversification strategies, ongoing stress testing, and continuous monitoring to protect and grow your capital through all market conditions.
Tax-Efficient Planning
Our advisers work alongside your existing professional team to structure investments in a tax-efficient manner, maximising returns whilst remaining fully compliant with all applicable regulations.
Your Dedicated Relationship Manager
Each private client is assigned a senior relationship manager who serves as your single point of contact. They ensure your portfolio evolves in line with your changing circumstances and that you receive timely, transparent reporting at every stage.
To discuss how our Private Client Service can benefit you, please contact us to arrange a confidential meeting.
Interested in Private Client Services ?
Speak with one of our advisers to discuss how we can help you.
Frequently asked questions
What makes private client service different? +
Each private client is assigned a dedicated adviser who knows their full circumstances and serves as a single point of contact across investments, planning, and tax matters.
Is there a minimum portfolio size? +
The private client service is generally offered to clients with £100,000+ in investable assets, though we consider each engagement on its merits.
Will my information be kept confidential? +
Yes. All client information is held under strict confidentiality and processed in line with UK data-protection law. Information is never sold or shared with third parties for marketing.