Advisory
Strategic and financial advice for business owners and boards: raising capital, selling or buying a business, and planning for succession.
- Business sale & acquisition
- Funding & refinancing
- Succession planning
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Independent wealth & investment advisory · London
Protecting what you've built. Growing what comes next.
AssetHedge helps individuals, families and businesses preserve, grow and pass on their wealth, with clear advice and disciplined risk management.
What we do
Three services, one approach
Each client relationship starts with your goals and your tolerance for risk. From there we build a plan, put it to work, and review it with you as your circumstances change.
Wealth Management
Long-term planning for individuals and families who want their wealth preserved, grown sensibly and passed on efficiently.
- Financial & retirement planning
- Pensions, ISAs & tax wrappers
- Inheritance & estate planning
Asset Management
Diversified portfolios built around downside protection, managed to a stated risk profile and reported to you in plain language.
- Discretionary portfolios
- Multi-asset & income strategies
- Hedging & risk overlays
£ —Assets under advice
—Client families & businesses
—Years of combined experience
1Named adviser for every client
Insights
Views from our investment team
Short, regular notes on markets, tax and planning, written for clients rather than traders. See all insights
QUARTERLY LETTER
Why a hedge belongs in every long-term portfolio
How diversification, cash buffers and selective protection can soften the drawdowns that derail a plan.
TAX YEAR
Using your ISA and pension allowances well
A checklist to review before 5 April each year.
FAMILIES
Starting the wealth conversation with the next generation
Practical ways to prepare heirs well before any transfer happens.
About us
Independent advice, built on discipline
AssetHedge is an independent firm. We are not tied to any product provider, so our advice is shaped by your interests alone. We keep client numbers deliberately small so that every relationship gets senior attention.
PreserveProtect capital first. Every portfolio starts with an agreed limit on how much it can lose.
GrowCompound steadily through diversified, low-cost and well-understood investments.
TransferPlan early so wealth passes to the next generation efficiently and on your terms.
Contact us
Begin the conversation
Tell us a little about yourself and an adviser will be in touch within one working day. Initial consultations are free and carry no obligation.
London, United Kingdom
Call or email us to arrange a free first meeting.