Private Office Contact

Telephone: 01444 615080

Email: enquiries@private-office.co.uk

Talk to us about your
Wealth Management requirements

Choose your Private Office

Haywards Heath,
West Sussex

The Stalls
Balcombe Place Stables
The Balcombe Country Estate
Haywards Heath Road
West Sussex
RH17 6QJ

The Royal Exchange,
Central London

Private Office Asset Management
2nd Floor
No.1 Royal Exchange
Royal Exchange
London
EC3V 3LR

Waltham Cross,
Hertfordshire

Austin Ryder Private Office Asset Management
Albany House
162–164 High Street
Waltham Cross
Hertfordshire
EN8 7JR

Registered Office and UK Business Address

Private Office Group
The Stalls
Balcombe Place Stables
The Balcombe Country Estate
Haywards Heath Road
West Sussex
RH17 6QJ
England, UK

Philip Simmonds Private Office Limited
Company Number: 5901627

Private Office Asset Management Limited
Company Number: 5901662

Private Office Consulting Limited
Company Number: 6032124

Private Office Legal Services Limited
Company Number: 9301946

Looking for our associated partner firms?

Visit our associated partner firms via the links below.

Private Office Asset Management Limited and Gladstone Morgan Limited have formed a Partnership to offer Individual and Corporate wealth management solutions to their clients and professional introducers via Gladstone Morgan Private Office Offshore, a trading style of Gladstone Morgan Limited, offshore Independent Financial Advisors.

Gladstone Morgan have 11 offshore wealth managers and support staff working across their offices in Hong Kong, Shanghai, Bangkok and Dubai.

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Private Office acquired Austin Ryder Solicitors (established 1954) in 2018.

We provide legal services for Businesses & Individuals.

We have specialist teams working on the full legal aspects including Company Commercial, Real Estate, Dispute Resolution and Private Client.

Private Office Asset Management Limited and Simmonds (International) Financial Associates Limited have formed a Partnership whereby Private Office Asset Management provide bespoke investment management services to clients of Simmonds Private Office (Hong Kong) – which is a trading style of Simmonds (International) Financial Associates Limited.

The FCA stipulate that all investment managers must benchmark their investment performance against a relevant benchmark, so whereas we manage multi-asset client portfolios across a range of risk profiles, we will measure our performance against the toughest industry benchmarks so that our clients can easily see just how effective our investment performance is compared to the industry as a whole. 
Our investment management mandates range across the following risk profiles:
We use the latest industry risk profiling tools to ascertain our clients attitude to risk and tolerance for any loss in capital over a given a given time.  These produce risk profiles ranging between 1 and 10.  Below are the risk profile outputs and how we may manage a clients portfolio subject to in-depth discussions to ensure that we fully understand our clients objectives as well as their appetite for risk:
 
Risk Profiles:
1 & 2:    Bespoke Alternative to Cash (BACA) which we benchmark against the bank of England base rate plus 2%
3&4:       Cautious
5&6:       Balanced
7&8:       Growth
9&10:    Aggressive Growth
 
So “above benchmark performance” means that we regulatory outperform the toughest industry benchmarks for our clients across all risk profiles.

“BACA” – for company funds, charity funds, pension funds, trust settlements and private portfolios that need to be managed very conservatively with above inflation returns net of fees,  along with capital preservation being the overriding objectives – we are pleased to be able to put together a bespoke Private Office Asset Management low risk “Bespoke Alternative to Cash Accounts”  – typically benchmarked against the Bank of England Base Rate + 2%.

We have a consistent and successful track record of protecting capital and providing real returns after inflation (although past performance is not necessarily a guide to future performance).

Ask us today about our proprietary low risk Bespoke Alternative to Cash Accounts (“BACAs”) as a potential alternative to some of your cash holdings that may be earning less interest than the annual rate of inflation – and causing your capital to be diminishing in value on an annual basis in real terms. We can tailor the portfolio to your individual specific risk requirements & return objectives.