“Asking the right questions is central to our philosophy. From the very first meeting, we strive to understand you, your goals, and your needs. After all, it’s your wealth”
- Paddy Lewis, CEO
Better answers begin with better questions
We don’t believe in fitting people around products. All our clients benefit from personal wealth management and that will never change. Our approach begins and ends with you.
What matters to you matters to us.
“Asking the right questions is central to our philosophy. From the very first meeting, we strive to understand you, your goals, and your needs. After all, it’s your wealth”
- Paddy Lewis, CEO
We started with a mission. As a group of financial professionals, we believed there had to be a better way to help families achieve their goals.
We believe that in the rush to offer new products and technological solutions, the client was getting forgotten.
'Know your client' is a cliché of the wealth management industry. But for Artorius, it really sits at the heart of everything we do. Together, we discover what's best for you and deliver it.
Today we are unashamedly client-centric. Our vastly experienced team of experts revolve around the client. And we continue to grow with their support.
Crafting your ideal solution takes care and attention. Here’s how we build your bespoke plan.
In the very first meeting, we’ll discuss your goals. No matter how big, small, long-term or short-term. Once we have a full understanding of your goals, time frame, risk appetite, investment preferences, loss aversion and liquidity needs, we’ll build a strategic wealth plan designed to meet them.
We’ll take care of everything for you and send regular updates. Our job is to free up your time and take the hassle out of wealth management. After all, our job is to help you make the most of your wealth, in every sense.
If you prefer to be more involved, we wholeheartedly welcome that too. Take advantage of our exclusive connections and universe of opportunities as we implement your ideal plan together.
With investing, please be aware that capital is at risk.
“It’s bespoke, it pays for itself and it lets us get on with our lives.”