Our Services
At Ames Wealth, we understand that managing substantial wealth requires more than just financial acumen—it demands a holistic approach that addresses every facet of your financial life. Our suite of services is designed to provide you with bespoke solutions that not only preserve and grow your wealth but also align with your values and vision for the future.
Portfolio Management
Artful Investing in an Evolving Landscape
In a world of rapid technological disruption and shifting market dynamics, traditional investment approaches are no longer sufficient. Recognising this, our approach to portfolio management blends cutting-edge data analytics with deep human expertise to identify opportunities others miss. We aim to construct portfolios that are:
Resilient
Designed to weather market volatility and economic uncertainty.
Adaptive
Continuously optimised to capitalise on emerging trends and opportunities.
Transparent
Providing you with clear, actionable insights into your investment.
Beyond simple asset allocation, we employ sophisticated risk management techniques, including stress testing and scenario analysis, to anticipate and mitigate potential risks. This comprehensive approach ensures that your investments are not just performing well, but are also aligned with your long-term financial objectives and risk tolerance.
Asset Management
Navigating Global Markets with Precision
At Ames Wealth, our approach to asset management is distinguished by a strategic focus on high-growth, transformative sectors. Building on our founder’s legacy in energy investments, we leverage deep expertise in global markets and an extensive network to identify and capitalise on opportunities across diverse asset classes. This enables us to offer dynamic asset allocation strategies, rigorous quantitative analysis and qualitative insights, and access to exclusive investment opportunities, including pre-IPO investments and bespoke structured products. Our investment portfolio is primarily diversified across:
Fintech
Artificial Intelligence
Energy
HealthTech
Our team continuously monitors global economic trends, geopolitical shifts, and market dynamics to ensure your portfolio remains optimally positioned. We also integrate ESG considerations into our investment process, allowing you to align your portfolio with your values without compromising financial performance. By partnering with Ames Wealth, you gain access to a level of expertise and opportunity typically reserved for institutional investors, all tailored to your unique financial goals and risk tolerance.
Philanthropic Advisory
Amplifying Your Impact
For many of our clients, wealth is not an end in itself, but a means to create positive change in the world. Our philanthropic advisory services help you develop and implement a giving strategy that maximises your impact while aligning with your values. We offer:
Strategic Planning
Defining your charitable mission, goals, and metrics for success.
Due Diligence
Identifying and vetting high-impact organisations and initiatives.
Structuring
Designing tax-efficient giving vehicles and monitoring their performance.
Reporting
Providing transparent, measurable insights into the outcomes of your philanthropy.
At Ames Wealth, we help you explore innovative approaches to philanthropy, such as impact investing and collaborative funding initiatives. By leveraging our extensive network and expertise, we ensure that your philanthropic efforts create lasting, meaningful change in the areas you care about most.
Succession & Legacy Planning
Preserving Wealth for Generations
Wealth transfer is not just a financial exercise; it’s an emotional and psychological process that requires sensitivity, empathy, and foresight. Our succession and legacy planning services help you navigate this complex terrain, ensuring your wealth remains a source of unity and purpose for generations to come. We offer:
Family Governance
Developing structures and processes to facilitate communication, decision-making, and conflict resolution among family members.
Wealth Education
Preparing the next generation to steward wealth responsibly and effectively.
Philanthropic Continuity
Ensuring your charitable legacy endures beyond your lifetime.
We work closely with you to understand your family dynamics, values, and long-term vision. This allows us to create tailored strategies that not only preserve your financial legacy but also foster a sense of purpose and shared values across generations. From establishing family constitutions to facilitating intergenerational dialogues, we provide the tools and guidance necessary to ensure a smooth and meaningful transfer of wealth and values.
Your Success, Our Priority
We measure our success by the success of our clients. That’s why we go above and beyond to deliver personalised service, expert guidance, and consistent results. When you partner with Ames Wealth, you can trust that your financial future is in capable hands.