OUR TEAM
We are a London-based team of experienced professionals who have personally served international private clients for over 20 years.
OUR NETWORK
Our clients benefit from access to a network of global resources in the area of trading, custody, lending and research. We harness these relationships by maintaining full independence and manage any potential conflict of interest by putting client’s interest first.
OUR FOOTPRINT
Based in London, the worlds most international city, our clients can benefit from a strong legal system and global outlook. London is a natural home for the Hywin family, whose resources include over 5,000 staff in 50 offices and over £12bn in assets under management.
We aim to help our clients preserve, protect and manage their wealth.
We are relationship not transaction oriented.
We bring to the table access to an ecosystem of expertise in trust, tax, investments and financial solutions.
Our client’s can benefit from the capital strength and stability of the world’s largest custodian banks, which we manage for them.
Our discretionary investment offering is designed to be flexible to reflect our client needs, preferences and changing circumstances.
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Customised discretionary investment management according to client needs
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Estate & Wealth Planning
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Immigration & Investor Visa
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Property & Financing
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Foreign Exchange
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Diversification by asset class with value added security selection
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Creation of innovative investment opportunities with thematic or value orientation
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Origination and due diligence
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Providing access to debt finance & equity investment
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Advising on asset sales, mergers & acquisitions and providing transaction support
This means that each client receives close personal attention from a client advisor who is experienced and knowledgable about their particular situation.
This is our promise. By bringing experts in tax, property, trust and estates, investment management and any other discipline we form a client team that creates a specific client outcome.
We do not seek to beat benchmarks but to preserve capital and generate value-added ideas that are relevant to our clients.
We are a highly experienced, multidisciplinary team whose skills are focused on client service and investment management.
Monica is an experienced business strategist, chartered accountant and M&A specialist.
A former strategy consultant at Accenture, Chris joined UBS in 1994 where he was responsible for business risk management in the equity derivatives division, managing over £50bn in transactions across the USA and European time zones.
Neal has accumulated 19 years’ experience in Private Wealth Management./p>
Steven Graves brings a decade and a half of execution experience to the role of Chief Operating Officer at Hywin Wealth.
Sophie works in the relationship management team at Hywin serving international private clients.
ChengWan heads up the investment activities and is part of the Investment Committee here at Hywin Wealth.
Jason Gu heads real estate sales at Hywin Wealth LLP, providing access for Chinese clients to U.K. property. Jason is particularly experienced in the London market and works with most of the major developers.
Scott works in the relationship management team at Hywin Wealth serving onshore and offshore private clients whilst working closely with the Portfolio Management team to provide tailored discretionary solutions.
A former strategy consultant at Accenture, Chris joined UBS in 1994 where he was responsible for business risk management in the equity derivatives division, managing over £50bn in transactions across the USA and European time zones.
Neal has accumulated 19 years’ experience in Private Wealth Management.
Sophie works in the relationship management team at Hywin serving international private clients.
ChengWan heads up the investment activities and is part of the Investment Committee here at Hywin Wealth.
