Apollo Private Wealth - Company Research Report
Company Overview
Name
Apollo Private Wealth
Mission
Helping clients manage their entire financial life with an integrated and fully managed service, ensuring the alignment of financial services with their aspirations.
Founding and Headquarters
Apollo Private Wealth is associated with St. James's Place Wealth Management plc, the UK's largest wealth management firm by funds under management. The company's registered office is located at 4th Floor, 40 Bank Street, London E14 5NR, United Kingdom.
Key People
- Nauman Gondal: Chief Executive Officer and Managing Partner responsible for the corporate strategy.
- Andrew Bizzell: Chief Operating Officer as of 2022, involved in the company's 10-year growth plan.
- Kenton Wallace: Head of Wealth Management, joined in 2023.
- Michael Willgrass: Private Wealth Adviser and Head of Adviser Development.
Number of Employees
No information is available.
Revenue
No information is available.
Known For
Apollo Private Wealth is recognized for bespoke financial planning, wealth management, tax optimization, holistic approaches to wealth planning, and creating personalized, integrated financial solutions.
Products
Holistic Wealth Management Services
Targeted at high and ultra-high net worth individuals, entrepreneurs, SMEs, and those with complex financial cases.
Retirement Planning
Assistance in planning for various retirement goals, including self-invested pension plans (SIPPs), drawdown plans, and annuities. Emphasizes providing individualized strategies and maximization of tax benefits.
Investment Management
Creating diversified portfolios tailored to clients' risk tolerance and investment objectives. Utilizes external fund managers selected by St. James's Place Investment Committee.
Family Finances and Intergenerational Wealth Management
Focuses on safeguarding and transitioning wealth across generations, incorporating estate and inheritance tax planning.
Tax Planning and Optimization
Strategies to minimize taxes through tax-deductible and tax-advantaged strategies, cash flow distributions, and inheritance tax planning.
Recent Developments
Strategic Collaborations
Apollo Private Wealth, as an appointed representative, works closely with St. James's Place Wealth Management to offer a range of wealth management products and services.
Leadership Movement
Kenton Wallace joined as Head of Wealth Management in 2023, aiming at strategic expansion.
Recognition and Awards
- Selected for Tatler Address Book’s Advisory Network in October 2024.
- Various accolades received by St. James's Place including Wealth Management Company of the Year and Best Advisory Service.
Technological Integration
Use of industry-leading software for cash flow visualization and investment modeling aligned to client goals.
Client Testimonials
Positive feedback highlighting trusted relationships, comprehensive service, and effective wealth management advice, pointing to client-centric practices.
No specific details on new product launches or features are available.
Partnerships and Strategic Moves
Apollo Private Wealth has formed essential collaborations through its senior partner practice with St. James's Place, highlighting a blend of boutique service with global resources.
Note: This report is based on the available information and certain fields such as number of employees, revenue, product features, and more detailed recent developments were marked as "No information is available" where applicable.
