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Growing your assets faster and with less risk.

We are a Members-only club, offering wealth management for the astute investor.

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Years of experience
Current Members
Referral Rate
Invested Assets

Welcome to The Route – City wealth club

The Route – City wealth club is exclusively available to Members. We are committed to working with each for the long term and pride ourselves on our open and transparent approach. We focus on your individual financial aims and proactively track these over time. Through access to the different elements of our proposition, our intention is to Members’ expectations of service, quality of advice and investment return.

The Route was established to serve High Net Worth and sophisticated City professionals based mainly in London and the South East. Today, its reach has expanded to include Members with UK assets located in mainland Europe, North America, and the Middle & Far East.

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Our Members include current and previous Directors and Managing Directors at:

Membership at The Route

Members are at the heart of our business.

Once introduced, they tend to stay with us for many years – during their working lives, post career and through retirement. Our approach has been built over time and solely through introductions from satisfied Members. Each that enrols can be traced back to the first Members who joined The Route 20 years ago.

Our Members approach us with a variety of assets accumulated over the years from previous advice, company benefits or ad-hoc financial planning. Most are looking for a consolidated approach to wealth management, in order to simplify their arrangements and to gain access to products unavailable elsewhere in the market. They are typically:

  • Directors and Managing Directors of investment banks, hedge funds and other financial institutions
  • Partners at Private Equity and Law firms
  • Entrepreneurs and Business Owners

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What our Members say

“I very much like the people as well as the thoroughness and professionalism of the business.” — David Beaton, Member since 2012
“If you want access to bespoke products giving excellent returns, away from the mainstream, this is the place to go.” — Paul Coode, Member since 2005

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It would be perhaps overstating the case to suggest that a decision to talk to a wealth manager represents one of the great milestones of life.  It is true to say, however, that for many people, taking advantage of the services offered by a wealth management firm will mark the beginning of a new approach…

Become a Member

There’s a good chance you already know one or more of our Members through your business network. If you’d like to find out more about how we can help you grow your assets faster, and with less risk, please get in touch.

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