WealthFusion is a modern Multi-Family Office grounded in the timeless values of trust, discretion, and enduring relationships. Built in close alignment with the families we advise, our model is designed to deliver clarity, continuity, and trusted counsel — always anchored in your best interests.
How We Invest
We don’t just manage money — we understand people. Every investment strategy begins with deep listening, builds on intelligent design, and adapts with market insight.
Our approach integrates traditional portfolio construction with alternative solutions, always structured to protect, grow, and reflect your unique priorities.
What We Believe
We blend legacy with modernity — fusing the personal attentiveness of old-world private banking with the agility of an Internationally focused advisory firm. Our client relationships span decades and generations, and our perspective is always long-term.
Investment Philosophy
Integrated Solutions
From investment strategy to succession planning, we offer a one-touch, expert-led experience built around your family’s and business needs.
Emotional Intelligence,
Financial Precision
We align with not just how you invest — but how you think, feel, and lead. Our work is intuitive, confidential, and personal.
Portfolio Architecture
Our investment approach delivers the right solution to the right person at the right time. Each strategy is tailored, fluid, and responsive — aligning with individual goals and adapting to evolving market conditions.
Asset Structuring
Tax efficiency starts with smart structuring. We align global insights with your goals to keep your portfolio resilient, compliant, and built for long-term performance.
Our Leadership
A firm is only as strong as its people. At WealthFusion, leadership
is defined by integrity, depth of expertise, and shared values.
A firm is only as strong as its people. At WealthFusion, leadership is defined by integrity, depth of expertise, and shared values.
Board Members
Co-founder & Chairman of the Board
Brings 40+ years in wholesale trade, board experience, and entrepreneurial vision to WealthFusion’s strategic growth.
Co-Founder & Managing Director, Member of the Board
Guides UHNW families with over 25 years’ experience in private banking, insurance, and multi-family office advisory.
CEO & Head of Risk Management, Member Of The Board
20+ years delivering client-focused solutions in finance and marketing; combines sharp insight with seamless relationship management.
In-House
Investment Director & Head of Investments
Brings over 20 years of investment expertise—leading strategy and portfolio management with precision, insight, and integrity.
Vice President & Head of Client Relations
Experienced financial analyst with strong grounding in accounting, reporting, and multi-jurisdictional investment operations.
Vice President & Relationship Manager
Drives investment strategy through fundamental analysis, market research, and a sharp understanding of global macroeconomic trends.
Office Manager & Compliance Associate
Manages client communications and project timelines—ensuring seamless coordination across the advisory and operations teams.
Operations Analyst
Business IT specialist focused on operational efficiency; enhances internal systems, processes, and client servicing standards.
Head of Operations
Brings 20 years of Barclays experience, leading high-performing teams and embedding scalable, client-centric operations at WealthFusion.
Risk & Advisory Committee
Co-Founder & Managing Director, Member of the Board
Guides UHNW families with over 25 years’ experience in private banking, insurance, and multi-family office advisory.
CEO & Head of Risk Management, Member Of The Board
20+ years delivering client-focused solutions in finance and marketing; combines sharp insight with seamless relationship management.
Member of the Risk and Advisory Committee
Over 20 years in tax advisory and private wealth; offers deep knowledge of cross-border tax structuring and compliance.
Member of the Risk and Advisory Committee
Brings deep experience in healthtech and operations; supports cross-functional execution and organisational development at WealthFusion.
Investment Director & Head of Investments
Brings over 20 years of investment expertise—leading strategy and portfolio management with precision, insight, and integrity.
Contact Us
WealthFusion Private Wealth Management
70 Baker Street, Marylebone,
London W1U 7DL
Phone number
+44 (0) 208 154 7030