BriceAmery is an independent firm — independently owned, with no parent banking or broking group, and accepting no third-party commissions of any kind. The firm operates under one FCA authorisation across three arms representing three distinct disciplines: discretionary investment management for individuals and families, multi-asset mandates for institutional clients, and corporate finance for businesses and investors. Each is a substantive operation in its own right. The discipline that brings you here will determine which to read.
The three arms serve different clients with different needs, and each maintains its own site, its own intake processes, and its own editorial voice. They share the firm's regulatory provenance, the firm's independence, and the firm's editorial discipline — but in operational terms they are distinct disciplines deserving distinct treatment.
For individuals and families
Discretionary investment management for individuals and families with substantial portfolios, integrated with tax-aware planning and ongoing advisory work across the wider questions wealth raises over time. The proposition is a continuous, director-led advisory relationship — not a transactional service. Wealth publishes a substantive journal on investment, planning, and the practical questions clients actually face.
Visit BriceAmery Wealth ↗For institutional clients
Multi-asset segregated mandates for UK pension schemes, charities and endowments, family offices acting institutionally, and corporate reserve assets. Every mandate runs to a written investment policy statement agreed with the client at outset, is reviewed against that statement on a documented cycle, and is held by a named director of the firm. The Strategy Review is the substantive entry point.
Visit BriceAmery Asset Management ↗For business owners and investors
Corporate finance advisory for business owners considering significant transactions, and deal-flow sourcing mandates for investors. The firm acts for one party only in any single transaction and does not accept mandates it does not believe it can close. The Initial Assessment is the substantive entry point for business owners; a direct conversation with a partner is the route for investors.
Visit BriceAmery Capital ↗The three arms serve different clients, but they operate to the same standards and share the same editorial discipline. The features below are common across the firm and apply regardless of which arm a client engages.
BriceAmery Capital Ltd is independently owned. The firm has no parent banking, broking, or insurance group. It does not pay or accept commissions, rebates, soft-dollar payments, or other financial benefits from any third party in connection with services provided to clients. Independence is a structural condition of how the firm operates, not a marketing claim.
Every engagement across the firm — wealth management relationship, institutional mandate, advisory mandate, investor mandate — is held by a named director. Substantive contact is with that director directly. The firm is deliberately small, and operates at a scale where each engagement can receive proper attention.
Each arm operates a substantive, no-cost entry point — the Strategy Review for Asset Management, the Initial Assessment for Capital, and the equivalent introductory process for Wealth. These are pieces of analytical work conducted by directors of the firm before any fee is asked of the client. The firm absorbs the cost of upfront work because the firm needs to know whether an engagement is the right fit before asking the client to commit, and the client should not pay to find that out.
Fees are disclosed in writing at the outset of every engagement, on a fully transparent basis. Underlying costs are passed through without markup. Clients receive an annual costs statement covering the firm's fee and all underlying costs. There are no hidden charges, no entry or exit fees, no platform markups, and no fee arrangements that would benefit the firm at the client's expense.
The firm does not publish client lists, name client transactions, use client logos for marketing, or comment publicly on individual engagements. Confidentiality is the default condition of every relationship. The firm's reputation is built through the quality of its work and the willingness of clients to refer the firm privately, not through public association with named clients.
