Specialized Resources and Superior Service
Hilltop Securities Private Wealth Management
We build intelligent, holistic & tax-efficient wealth management strategies for a select group of private clients, families, and institutions.
A bespoke, boutique experience supported by institutional scale & resources.
The Best of Both Worlds
We’re here to help coordinate all aspects of your financial life so you can focus on what’s most important to you. We understand that our advice needs to be as individual as you are, designed to fit around your lifestyle, family life, and your professional interests. Our integrated approach brings together the brightest minds in each aspect of wealth management: financial and tax planning; investment management; risk management and estate planning.
We recognize that no single investment house has a monopoly on investment expertise, and we do not employ in-house investment managers.
Instead, we carefully select a number of external managers of outstanding ability to manage the range of investments within a Unified Managed Account (UMA). Our WealthBuilder UMA strategies offer a diversified, tax-aware, multi-asset portfolio in a single account whose contents are designed to meet your specific investment needs. What makes the UMA special is access to a truly diversified portfolio of institutional quality managers at greatly reduced minimums.
This has a number of advantages:
- You maintain transparent ownership of all the investments held by the manager;
- It gives us the freedom to select first-class managers from the global investment market;
- It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to clients;
- It offers our clients a real risk adjusted opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles;
- Our carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.
We believe in challenging conventional solutions, delivering comprehensive strategies catered to your specific circumstances. When acting as fiduciaries, we act in your best interest, and are focused on customized, unaffiliated and transparent solutions.
As a client, you will receive a personalized advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an institutional partner.