UK IFA firm AWD Chase de Vere has launched Advanced Wealth Management, a service assisting high net worth individuals with a range of financial planning needs, from investments and pensions to complex tax and trust requirements.

The service encompasses all areas of financial planning, including multi-asset portfolio construction and management, novel debt management, financial programmes and life assurance.

AWM has forged alliances with a number of tax practitioners and total wealth managers.  This includes non-market offerings made to match client needs. 

"Our approach is straightforward, focused and highly individualised.  We specialise in advising clients with larger sums to invest, with complex investment and tax situations who have a more sophisticated investment outlook.  We establish what clients realistically want to achieve, and then use our combined knowledge, strategic alliances and skills to deliver a tailor-made plan,” said marketing director Martyn Laverick, in a statement.

“We will be actively adding to our strategic partners to offer our clients the most appropriate advice available on the market,” he added. 

The AWM service is supported by European advisory group AWD Holding which has over 1.8 million advised clients, 6,000 financial advisors and revenues exceeding €728 million ($960 million).