Private Clients

People face increasingly complex challenges in managing their wealth. Kingwest wealth management draws our experience built up over four decades to advise clients on planning for — and living with — the complexities that come with wealth to preserve it for future generations. We offer families, endowments and foundations a modern and more personal alternative to big banks.

Growing and preserving your wealth

Expect us to work with your trusted advisors to build solutions tailored to your lifestyle, values and evolving goals combined with an assessment of your level of comfort of different possible longer term investment scenarios and the current investment environment.

We develop together a portfolio structure that reflects the agreed road map and a process to continually monitor the continuing progress of the portfolio and your evolving needs and goals.

We report approximately 15 days after each quarter end. The report tells you how the portfolio has performed in the period in plain language and since the inception of our relationship. We provide benchmark comparisons of securities markets to allow you to easily identify how we are adding value. And of course we include detailed tax reporting at your year end to simplify the job of your tax preparation.

Building long term relationships

We serve solely as an investment manager, providing a diverse client base with an uncommon level of transparency. You will always feel included, have a strategy you understand, and have a partner whose interests align with your own.

Two in five of our clients are actively building their wealth through their business interests. If you are managing your business, we have the professionals with the skills and experience to help you to diversify your assets in a manner that you will find comfortable and consistent with your business activities.