Westbury Private Clients

Westbury Private Clients is a boutique Discretionary Wealth Management business offering a diligent service by founder and Chief Investment Officer James Goodchild.

When clients select Westbury they get a sincerely personalised service from a boutique discretionary investment management business. Unlike many private banks and wealth managers, our clients are able to speak to the person managing their wealth, rather than a relationship manager. We focus on “active wealth preservation” whereby our controlled risk approach can deliver positive returns in both challenging and not so challenging markets. We pride ourselves in creating competitively priced bespoke risk-adjusted portfolios for our clients.

We can manage any type of portfolio for you (SIPP, Trust, Ordinary Discretionary Portfolios, Offshore Bond etc) either onshore or offshore. Clients can choose from a tailor-made investment portfolio, or highly diversified portfolios that invest in 5 or more asset classes. Both can focus on income and/or growth depending on your requirements. We are value-driven investors focussing on long-term wealth preservation. We have a contrarian approach to selecting investments believing that the best long-term opportunities arise when markets are depressed. We aim to take full advantage of opportunities for our clients during periods of market dislocation.
We carry out our own internal research, and we aim to deliver absolute positive performance and significant relative performance even when equity markets fall.

Specialties : 

Status: 

Operating

Industries: 

Employee Count Range: 

11-50

Company type: 

Privately Held

Founded year: 

2010

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