Guardian To Consult Clients On Strategy

Wendy Spires

2 April 2012

Guardian Wealth Management, the UK-based advisory boutique, is to give its clients more of a say in the future direction of the firm by placing two of the more long-standing ones on a new strategic committee, IFA online reports.

The 10-strong committee, the rest of whom will comprise advisors and managers from partner firms including accountants and lawyers, will be meeting regularly to discuss future strategy, the publication said.

The firm said that doing things this way round, rather than presenting clients with future strategy as a fait accompli, reflects the fact that it wants to mould its business around what clients want and put them at the heart of the business.

Wealth management firms are increasingly keen to emphasise that they are putting clients’ needs first, as reflected by the fact that many are now creating “client experience” type roles and are being much more proactive about consulting with clients on strategy.

Guardian Wealth Management had not responded to enquiries from WealthBriefing on the matter at the time of publication.

In other news, earlier this month it emerged that Guardian Wealth Management had launched an office in Hong Kong as the first step in its Asia ambitions.

The company, which trades as Guardian Life Management in Hong Kong, because of a name clash with an existing firm, has set up shop in the Hopewell Centre in Wanchai.

The office currently employs a team of eight plus administrative staff. It will target three markets in Hong Kong: expats, local Hong Kong Chinese, and Mainland Chinese. The Chinese markets will be serviced by a separate team, which the firm is building.

Guardian hopes to launch further operations in Malaysia, Singapore and Mainland China in the future. It currently has offices in Brussels, Geneva, Qatar and Dubai in addition to those in the UK and Hong Kong.