Private Clients

At Tyndall Private Clients our first priority is to establish a strong two-way relationship: to get to know your investment objectives and your long-term goals, and to provide you with full access to our investment expertise.

Our decisions are not subject to committee approval, so we are able to align and build an investment solution to meet your specific needs
We look for returns in new markets and growing sectors, strictly refusing to follow a model portfolio approach
We have direct access to world-class independent research to aid our decision-making process
We freely share themes, ideas and market intelligence with the team, focusing on steadily conserving and growing your wealth within a personalised investment strategy
Most important of all, your investment manager is personally accountable to you for the decisions that he or she makes on your behalf.

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 ISAs, SIPPs, and use Capital Gains Tax and Dividend tax allowances within personal portfolios (often called General Investment Accounts or 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, 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.