Averis Wealth was established in London to serve clients whose wealth had reached a scale and complexity requiring coordinated professional infrastructure. These clients typically possessed holdings across jurisdictions, multi-generational considerations, and circumstances that standard private banking arrangements could not adequately address.
The decision to base the firm in London reflected the city’s combination of established legal frameworks for international wealth structures, access to global capital markets, and professional norms around client confidentiality that remain unusually robust.
Complex family wealth involves simultaneous management of investments, legal structures, tax obligations, governance frameworks, and often operating businesses. These elements interact – decisions in one domain affect others, and without coordination, specialist advice can conflict.
Averis Wealth provides that coordination. Investment strategy is developed with awareness of tax consequences. Estate structures reflect actual family dynamics, not merely technical optimisation. Governance accommodates how families genuinely function, not how templates suggest they should.
The work requires understanding each family’s particular circumstances in considerable depth. This takes time to develop and cannot be replicated across dozens of client relationships. We therefore limit the number of clients we serve, maintaining ratios of professionals to clients that allow for genuine familiarity rather than periodic review of files.
Britain’s trust law has evolved over centuries, creating legal infrastructure for wealth preservation that combines flexibility with established precedent. Trusts settled under English law benefit from this stability whilst accommodating individual family requirements.
The city’s position between American and Asian time zones facilitates coordination across jurisdictions, while its advanced professional infrastructure across legal, tax, banking, and insurance provides the depth of expertise necessary for families whose affairs span multiple countries.
London also maintains an environment where substantial private wealth can be managed without undue visibility. This matters practically for families who regard discretion as essential rather than preferential.
Comprehensive stewardship requires expertise no single firm wholly contains. We maintain relationships with specialists whose capabilities we have verified through direct experience and whose discretion matches our families’ requirements. These relationships are selective, limited to firms and practitioners who coordinate effectively rather than operating in isolation, who tailor advice to specific circumstances, and who understand confidentiality as fundamental.