The Role of a Private Wealth Manager in Helping You Navigate Your Financial Future

In the dynamic world of finance, the value of a private wealth manager extends beyond asset management. At Henceforward, we recognize that managing wealth isn’t just about numbers; it’s about understanding and responding to the emotional needs of our clients. Research by institutions like Vanguard shows that emotional factors like trust, personal connection, and a sense of accomplishment account for nearly 40% of the value clients perceive in the financial advice they receive from their personal wealth manager. As private wealth consultants, we view the world through the lens of our clients – by helping them achieve what matters most in their lives.

Private Wealth Manager Services. Your Personal Wealth Manager and Private Wealth Consultants

The Essence of a Private Wealth Manager

A private wealth manager is like an artisan for your financial future. Their role goes beyond offering advice; they construct a comprehensive strategy that optimizes portfolio construction, focuses on tax efficiency, aligns with your risk tolerance … while helping you define your wealth and what it means to you. This approach aims to deliver better after-tax risk-adjusted returns, but more importantly has its roots customised to what you want to achieve from life, highlighting the multifaceted value of your personal wealth manager.

Personal Wealth Manager vs. Personal Financial Advisors

While personal financial advisors offer broad financial planning, private wealth managers like us at Henceforward provide a deeper, more comprehensive service. We emphasize emotional value, focusing on building trust, providing behavioural coaching, and enhancing client confidence, which are essential for holistic financial well-being. Instead of simply aiming to sell financial products to generate commissions – we take a long-term strategic approach whereby our goal is to help our clients achieve the things that matter most to them, both from a financial and lifestyle perspective.

The Henceforward Approach to Wealth Management

Our methodology at Henceforward is rooted in understanding the emotional and financial needs of our clients. We build trust, offer constant plan monitoring, and ensure a personal connection, integral to the value we provide. Our strategies are tailored to empower and reassure our clients, reflecting our commitment to their overall financial success. We take a long-term view that allows us to build trusted relationships with our clients and give each client the attention they deserve. That means limiting the number of clients we work with and making our wealth service proposition, clear and easy to understand.

Comprehensive Services Offered by Private Wealth Managers

Our services span the spectrum of financial management … including developing strategies for saving and spending, managing debt, investment planning and portfolio management, planning for retirement, education for kids, and estate planning. These components contribute significantly to the financial value of our advice, ensuring that each client’s unique goals are met effectively. Our services are customised to the unique needs of each client segment in which we operate – whether it be retirees, millennials or family office type clients.

Building a Trusting Relationship with Your Wealth Manager

At Henceforward, we go beyond highlighting investment expertise and portfolio outcomes. We focus on cultivating deep relationships, understanding the emotional drivers and unexpressed needs of our clients. This approach not only builds trust but also ensures that our clients feel valued and comprehensively understood. We understand that we have no control over markets and how they perform, so our value isn’t defined based on the performance of client investment portfolios. We want to provide advice, guidance, and input to help you achieve all your aims and goals – not simply based on where we can make money (as is traditional). So, if the right advice is to buy property or disinvest from a portfolio we’re managing (and earning money from) … we don’t want to be conflicted because the implications of that advice are that we earn less.

Staying Ahead in a Changing World

We adapt our strategies to align with the need for transparency and empowerment, crucial factors highly valued by clients in today’s financial landscape. Whether clients prefer traditional or more technology-centric services – we ensure clarity, control, and a sense of accomplishment in all our interactions. Our role as your private wealth consultants is to help you navigate the ever-changing global economic and geoopolitical landscape, to ensure you stay on course to achieve your goals and dreams.

The Journey Towards Financial Security with Henceforward

We maintain transparency in our fee structure, recognizing the importance of clients understanding the costs associated with financial advice. This transparency ensures our clients feel confident in the value they receive for their investment with us. This has led us to adopting a flat-and-fixed fee advice model, which are functions of time and complexity. This allows us to remain impartial and unbiased with our advice and recommendations.


At Henceforward, we blend expertise in portfolio management with a deep understanding of both financial goals and emotional well-being. Our holistic approach as private wealth consultants not only caters to your financial needs but also ensures peace of mind and confidence in your financial journey. Join us as we navigate the path to your financial aspirations with precision, expertise, and unwavering dedication.

Carl-Peter Lehmann

Carl-Peter Lehmann

Carl-Peter is a Director and Partner at Henceforward with over 20 years Private Wealth Management experience and crating customised wealth plans for clients.

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