Wealth and Finance Matters Limited | Premier Asset Management & Investment Advisory

Our Philosophy

Principles Over Promises

At WealthFinMat, we believe that true wealth management extends far beyond portfolio returns. It requires a comprehensive understanding of our clients' aspirations, a commitment to fiduciary responsibility, and the discipline to navigate market cycles with unwavering focus.

Our approach is built on the conviction that long-term value is created through rigorous analysis, strategic asset allocation, and the preservation of capital across generations. We reject short-term thinking in favor of sustainable, results-driven investment solutions.

25+

Years of Experience

$4.2B

Assets Under Management

150+

Families Served

Global Markets

Our Expertise

Comprehensive Wealth Solutions

Asset Management

Strategic investment management tailored to your unique financial objectives and risk tolerance.

Discretionary Portfolio Management
Advisory Investment Services
Alternative Asset Allocation
Risk Management Strategies

Private Wealth Planning

Holistic wealth planning services designed to preserve and grow your legacy across generations.

Estate & Succession Planning
Tax Optimization Strategies
Philanthropic Advisory
Intergenerational Wealth Transfer

Institutional Advisory

Specialized investment solutions for institutional investors, endowments, and family offices.

Pension Fund Advisory
Endowment Management
Foundation Investment Services
Single-Family Office Solutions

Financial Planning

Comprehensive financial planning to help you achieve your personal and business financial goals.

Retirement Planning
Business Succession Planning
Education Funding Strategies
Cash Flow & Liability Management

Global Investments

Access to global investment opportunities across developed and emerging markets.

International Equities
Global Fixed Income
Emerging Market Strategies
Multi-Currency Solutions

Alternative Investments

Diversification through private equity, real estate, hedge funds, and other alternative assets.

Private Equity Funds
Real Estate Investments
Hedge Fund Strategies
Private Credit Opportunities

Our Approach

Data-Driven. Client-Focused.

We employ a rigorous, research-driven investment process that combines quantitative analysis with qualitative insights. Our approach is designed to identify opportunities while managing risk through diversification and disciplined rebalancing.

Discovery & Analysis

Comprehensive assessment of your financial situation, goals, and risk tolerance.

Strategic Planning

Development of a customized investment policy statement and strategic asset allocation.

Implementation

Execution of the investment strategy using institutional-quality vehicles and managers.

Ongoing Monitoring

Regular reviews, rebalancing, and reporting to ensure alignment with your objectives.

8.7%

Avg. Annual Return (10Y)

0.72

Sharpe Ratio

-12.4%

Max Drawdown

94%

Client Retention

Leadership

Experienced Partners

Jonathan Whitfield

Managing Partner

30 years in asset management and investment banking. Previously Managing Director at a global investment bank. Oxford University MBA.

Victoria Ashford

Partner, Wealth Planning

25 years specializing in estate planning and wealth transfer. Chartered Financial Planner (CFP) and STEP qualified. Cambridge Law LLB.

Richard Pennington

Partner, Investments

22 years in portfolio management and risk analysis. Previously Chief Investment Officer at a boutique asset manager. LSE MSc in Finance.

Get in Touch

Begin the Conversation

We invite inquiries from high-net-worth individuals, family offices, and institutional investors seeking a trusted partner for their wealth management needs.

London Headquarters

42 Berkeley Square, Mayfair
London W1J 5AW
United Kingdom

General Enquiries

info@wealthfinmat.com

Direct Contact

coulburn@wealthfinmat.com

Telephone

+44 20 7123 4567

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