Private Clients

Tyndall was founded because we saw the investment industry underserving private clients. Too often, clients were funnelled into standardised products, whilst relationships with their investment managers were diluted. Our aim is straightforward - to make money for you and to provide exceptional client service. Above all, we understand that you have entrusted us with your money; an enormous privilege and responsibility.

So how do we do it?

First, we get to know you, your long-term financial goals and what you are seeking to achieve.

We will then create an investment strategy designed to meet your needs and aspirations.

Our carefully selected team of investment professionals brings extensive experience and aims to achieve the best possible investment outcomes for clients.

Crucially, Tyndall ensures institutional standards of compliance, custody and operations, backed by world-class independent research to inform the decision-making process.

One of the most important elements of our service is that your investment manager will be personally accountable for the decisions that they make on your behalf. Equally, they are personally available, so when you call or email, you will get through to the person running your money, rather than a relationship manager.

What we can do for you

We use the full range of investment tools and account types to put your money to work within an efficient structure. In the UK, we invest for Individual Savings Accounts (“ISAs”), Self-Invested Personal Pensions (“SIPPs”), and use capital gains tax and dividend tax allowances within personal portfolios, often called General Investment Accounts (“GIAs”) to keep tax-drag on returns to a minimum. For our worldwide clients, we look to local expertise.

Client assets are held in individual accounts at a leading institutional custodian bank. We direct the investments within these accounts, reporting to you as regularly as needs be, but at least quarterly, in addition to providing full online access.

Personalised investment management gives us the flexibility to incorporate your values and ethical exclusions into your portfolio, thus ensuring that your wealth is grown in a way that reflects your lifestyle and principles.

Download our brochure

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Working alongside you

Thorough personal service forms the foundation of how we work – the better we know you, the more attuned we can be to your investment needs.

Working with us

A personal investment strategy created to achieve your goals and incorporate your values, delivered by an experienced team of professionals
Part of an owner-managed firm with a difference: putting you ahead of corporate convenience
Institutional safe custody of your assets and regular formal, informal, and online reporting to keep you updated
Transparency and accountability through a direct relationship with the person managing your investments

Account opening and online

We do our best to make the account opening process as seamless as possible. The following two videos talk though the account opening and transfer process, and how the online portal works.

Do get in touch for a no-obligation chat or contact any of our Private Client team.

Tyndall Private Client Team

[email protected]

We look forward to welcoming you.

Capital at Risk: the value of your investment can fall as well as rise and you may get back less than you originally invested.