Mayfair, London W1, is home to a number of wealth managers and investment firms, many of them clustered around Berkeley Square, Brook Street and Hanover Square. Here are eight, with their addresses, for anyone planning a visit to the area.

Grosvenor Street and Brook Street

  • Killik & Co, 46 Grosvenor Street, Mayfair, London W1K 3HN. Its Mayfair head office hosts client meetings with its investment managers and wealth planners, by appointment only.
  • Heptagon Capital, 63 Brook Street, London W1K 4HS. Established in 2005, it provides asset management services and investment solutions, including a range of UCITS funds.
  • Amber River Shipman Wealth, 84 Brook Street, London W1K 5EH. Its Mayfair office provides financial advice on savings, investments, pensions and wealth management.

Berkeley Square

  • Oakham Wealth Management, Berkeley Square House, London W1J 6BD. An independent investment firm founded in 2004, it provides discretionary investment management from offices in Mayfair.
  • Mayfair Private Wealth, 23 Berkeley Square, Mayfair, London W1J 6HE. It provides independent, whole-of-market financial advice through face-to-face meetings with its advisers.

Hanover Square, Sackville Street and Davies Street

  • Brown Advisory, 18 Hanover Square, London W1S 1JY. It provides investment management and strategic advice to individuals, families, charities and institutions.
  • Cerno Capital, 34 Sackville Street, Mayfair, London W1S 3ED. Cerno Capital Partners LLP is an investment management firm based on Sackville Street.
  • Troy Asset Management, 33 Davies Street, London W1K 4BP. It runs multi-asset and equity income funds, including the Trojan Fund, with an approach focused on capital preservation.

Planning a visit

Several of these firms work through meetings with clients, and Killik & Co says its Grosvenor Street office is by appointment only. It is sensible to contact any firm in advance rather than turning up unannounced. The addresses sit within a short walk of one another, so it is possible to combine more than one meeting in the same part of W1.

Photo: No Swan So Fine, CC BY-SA 4.0, via Wikimedia Commons.