BriceAmery Wealth manages investment portfolios for people who want to know exactly what they're getting, exactly what it costs, and exactly how it's working. No mystery. No jargon. No hidden fees.
The wealth management industry has spent decades wrapping straightforward ideas in unnecessary complexity. We've taken the opposite view. Here's what that means in practice.
Six risk-graded model portfolios, ranging from conservative to growth-oriented. Each one is a passive core complemented by carefully selected active satellites — keeping costs low where markets are efficient, paying for expertise where it adds real value. Rebalanced quarterly, with disciplined risk overlay throughout.
What we don't do: chase fads, time markets, or sell you something complicated to justify our fees.
Read our investment approach →Our complete fee, including management, platform, and underlying fund costs, typically falls between 0.85% and 1.10% per year. Stated in advance. No hidden layers. No commission structures. No advisor incentives that aren't aligned with your outcome.
Quarterly reports written in English, not financial-services jargon. Portfolio reviews that say what they actually mean. Communication when it matters and not when it doesn't. The complete picture of what your money is doing, in language you'd use yourself.
If you can't understand what we're doing, we haven't done our job.
See an example report →The wealth management industry has spent decades making itself unnecessarily complicated. We don't see why it should be.
Most of the consequential financial questions in your life come down to three: Is what I have working? Will I have enough? What happens when I'm gone? Each of our reviews answers one of them, and produces a structured report that's yours to keep — useful for thinking through your options, sharing with your own advisers, or just having on hand. Whether you become a client of BriceAmery or not.
Is what I have working?
A confidential review of your existing portfolio. Total fees, asset allocation, geographic concentration, fund overlap, tax efficiency. Side-by-side comparison against our equivalent managed portfolio. Indicative analysis from what you share; full analysis from your statements.
Begin Portfolio Review →Will I have enough?
A structured projection of your retirement income — when you can afford to retire, how much you can sustainably draw, what happens if markets disappoint. Built around your pensions, ISAs, and expected lifestyle. The kind of analysis a financial planner does in three meetings, condensed into one report.
Begin Retirement Review →What happens when I'm gone?
An assessment of your inheritance tax exposure and the principal mitigation paths open to you. Lifetime gifts, BPR-qualifying investments, pensions, residential nil-rate band, life insurance in trust. A structured map of what's possible, in plain language. Not legal advice — the start of a conversation.
Begin Estate Review →BriceAmery Wealth Ltd is an independent, FCA-authorised discretionary investment manager. We've been authorised to manage retail investment portfolios continuously since 2009. We are not part of a network, we sell no restricted products, and we receive no commissions or rebates from fund managers. Our clients deal directly with the people responsible for managing their portfolios.
Whether you become a client or not, the review you receive will be honest, specific, and useful. That's the only way we know how to do it.
