Our Services
At WealthFusion, we are a true Family Office — deeply rooted in the traditions of classic private banking while embracing fresh, forward-thinking solutions. Our approach blends traditional private banking values with innovation, ensuring our clients experience the best of both worlds.
We take pride in offering a comprehensive suite of services through a model designed entirely around our clients. We work alongside families who value continuity, integrity, and establish enduring ties across generations.
Our foundation is shaped by our belief in providing core private banking experience to all our clients, where personal relationships are at the heart of everything we do and complementing it with our unique advisory model that is agile and built to deliver a tailored solution to our clients.
Bespoke Wealth Management
We design investment strategies that reflect your personal vision and financial goals. Our approach combines disciplined portfolio management with global insight — always tailored to your risk appetite, time horizon, and values. Every portfolio is actively curated, with long-term growth, capital preservation, and clarity at its core.
Fiduciary & Estate Planning
We provide holistic guidance across inheritance, estate structuring, and cross-border succession planning. Our fiduciary solutions are designed to protect family wealth, preserve legacy, and ensure seamless transitions across generations. Working with trusted legal and tax experts, we help you plan for the future — with structure, clarity, and care.
PlotPoint / Property Private Office
PlotPoint is our private credit platform, offering access to real estate lending opportunities. These short-term secured loans, providing collateral and downside protection. Designed to operate independently of market volatilities, PlotPoint enables portfolio diversification with stable, predictable returns - ideal for participants seeking reliable short-term exposure within a broader financial planning strategy.
Multi Family Office
We operate as your strategic partner — integrating financial, administrative, and advisory services under one roof. As a true Multi-Family Office, we’re built to support every dimension of your wealth. From governance to growth, we align with your family’s ambitions and manage complexity with trust, confidentiality, and continuity.
Our Approach
At WealthFusion, we believe wealth management is more than strategic planning — it’s a long-term relationship. Our role begins with understanding the full picture of your life, then shaping solutions that reflect your values, ambitions, and the legacy you aim to build.
In a world increasingly defined by standardised offerings, we remain purposefully independent. Every recommendation is bespoke — shaped by deep listening, not pre-set models.
Whether you're expanding your business, relocating internationally, securing your children’s future, or planning for generational transition, we stand beside you — continually refining your plan as your needs evolve. Above all, our focus remains on what truly endures: trust, clarity, and continuity across generations.
Contact Us
WealthFusion Private Wealth Management
70 Baker Street, Marylebone,
London W1U 7DL
Phone number
+44 (0) 208 154 7030