What we do
For investors, the most important decision they face is selecting the team that will help manage their wealth.
We assist individuals, families, trustees and professional service firms in navigating the increasingly crowded, complex and fluid wealth management sector.
From offering guidance when reviewing or appointing managers to ongoing oversight, we work closely with investors and their advisers to optimise the wealth management experience.
Delivering a truly independent service, we help establish and maintain productive wealth management relationships that offer the right strategies with good outcomes at the right price.
To enhance our due diligence process, we collaborate with ARC Research, leveraging their market-leading analysis of wealth managers as well as individual client outcomes.
The Insights directory can be accessed by Vallum clients and details comprehensive, current and independent profiles on a wide range of wealth management firms.
We do not give financial advice - we leave that to the appointed wealth managers and financial planners.
We assist individuals, families, trustees and professional service firms in navigating the increasingly crowded, complex and fluid wealth management sector.
From offering guidance when reviewing or appointing managers to ongoing oversight, we work closely with investors and their advisers to optimise the wealth management experience.
Delivering a truly independent service, we help establish and maintain productive wealth management relationships that offer the right strategies with good outcomes at the right price.
To enhance our due diligence process, we collaborate with ARC Research, leveraging their market-leading analysis of wealth managers as well as individual client outcomes.
The Insights directory can be accessed by Vallum clients and details comprehensive, current and independent profiles on a wide range of wealth management firms.
We do not give financial advice - we leave that to the appointed wealth managers and financial planners.
About us
JONATHAN BROWN
Through a career in wealth management working with UK, Swiss and US businesses, I have gained extensive experience in investment management strategies for private clients, families and trusts.
I have built a wide network of professional connections across the wealth management sector, helping to develop real insight into a wide range of firms, large and small, longstanding or more recently established.
A Fellow of the Chartered Institute for Securities & Investment, I am a recent graduate of The Financial Times Non Executive Director Diploma programme.
I am a trustee of The Tyne Rivers Trust, a finance committee member at Durham Cathedral and an investment committee member at The Community Foundation North East.
jonathan@vallumwealth.co.uk
07494406746
I have built a wide network of professional connections across the wealth management sector, helping to develop real insight into a wide range of firms, large and small, longstanding or more recently established.
A Fellow of the Chartered Institute for Securities & Investment, I am a recent graduate of The Financial Times Non Executive Director Diploma programme.
I am a trustee of The Tyne Rivers Trust, a finance committee member at Durham Cathedral and an investment committee member at The Community Foundation North East.
jonathan@vallumwealth.co.uk
07494406746
INDEPENDENT
No affiliation to any wealth management firm
DISCREET
Privacy and confidentiality assured at all times
INSIGHTFUL
Directory of wealth managers available to clients
BESPOKE
Service tailored to fit your immediate or longer term needs