Wealth and investment management

ServicesPrivate client services

Wealth and investment management

Forvis Mazars offers a wide range of investment solutions and services to support clients in meeting their goals and aspirations. Our collaborative approach allows us to gain a deep understanding of what you want and deliver the appropriate service.

Our Private Client Investment team supports private individuals, families, and business owners with risk‑aligned portfolios and tailored investment solutions that are crafted to enable investors to achieve their goals. Working with our Financial Planners and Tax Advisers, we provide holistic wealth management services within a broader wealth and investment management approach that meets the needs of our clients.

Our investment solutions bring together advanced quantitative techniques, economic analysis and a rigorous fund selection process. Our sustainability expertise, combined with proprietary assessment tools, enables us to effectively address the complexities inherent in this field as an asset management company focused on robust investment management.

Our wealth and investment services

  • Model portfolios

    • A range of risk‑adjusted portfolios, designed to provide diversified exposure to global markets to complement your financial plan and support retirement investment planning.
    • Our model portfolios are actively managed to reflect our Investment Committee’s views on global economic outlook and investment landscape within our wealth and investment management framework.
    • A consistent, cost‑effective solution for clients who value a structured approach to investment management.

  • Bespoke portfolios

    • Portfolios tailored to your objectives, preferences and time horizon, delivered through discretionary investment management or advisory investment management as appropriate.
    • We work with you to agree the investment framework, within which we manage the portfolio, integrating retirement investment planning where relevant.
    • Bespoke portfolios are tailored in a variety of ways including: optimising for tax efficiency, use of esoteric or sophisticated investment instruments, non‑GBP investments, managing different liquidity constraints, and adhering to cost and product preference—backed by an asset management company with strong governance.

  • Investments for fiduciary and corporate clients

    • Investment solutions for professional trustees, executors, attorneys and corporate clients, combining advisory investment management and discretionary investment management capabilities.
    • Emphasis on appropriate risk, liquidity and accountability within our wealth management services.
    • We support you in discharging your duties through portfolios that are subject to a high degree of governance. We can present to trustees, boards, committees and other stakeholders, providing clear updates and insight on your organisation’s investments.

Investment consultancy for charities and other organisations

The expertise that we have built up over the last 20 years, combined with being part of a multi‑disciplinary professional services firm, puts us in a strong position to offer both investment portfolios and consultancy services, and each of these informs how we do the other. We combine our skills in setting objectives, designing asset allocations, and selecting investment managers with the consulting pedigree that sits within Forvis Mazars to provide clear, practical advice and ongoing support that strengthens investment governance, supports better decision‑making, and helps ensure your investment remains aligned to your mission, risk appetite and cashflow needs. This integrated wealth and investment management and investment management capability is delivered by an experienced asset management company.

 

Get in touch with our wealth and investment experts

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What our clients say about us

 

“I have used Forvis Mazars for pre‑ and post‑retirement planning over some 20 years. I have confidence in the quality of their market research and analysis, and their decisions as to balance in client portfolios. They take the time to understand and keep up to date with personal circumstances and are responsive should ad hoc matters arise.”

 

“Over the last 7 years, Forvis Mazars have helped both me and my wife to plan our retirements very effectively; including the amalgamation of various pension pots and associated AVCs investments into a more flexible SIPP, alongside our cash pots and ISAs. The net returns on our portfolios have exceeded our expectations and we have great comfort that decisions made are in our best interests at all times. Our adviser is friendly, knowledgeable and highly responsive.”

Awards and accreditations

Winner of the Citywire New Model Adviser National Award

  • In 2025, we retained the Citywire New Model Adviser National Award for the fifth consecutive year.
  • This award assesses firms on staffing, investment strategies, technology integration, client education, recruitment, and contributions to professional standards.

Wealth and investment FAQs

1. What is discretionary investment management?

Discretionary investment management is a service where a qualified investment manager makes day‑to‑day buy and sell decisions on your behalf, in line with an agreed strategy and risk profile, removing the need for you to approve each transaction as part of comprehensive wealth and investment management.

2. What types of investments can be included in a discretionary portfolio?

Managers may invest across asset classes such as equities, bonds, funds, ETFs, and other securities, depending on your goals, risk appetite, retirement investment planning needs, and agreed parameters.

3. I have very specific investment requirements; can you accommodate my wishes?

Yes — our wealth management services include bespoke portfolios that can include or exclude areas as per your needs, via advisory investment management or discretionary mandates.

4. How involved do I need to be in managing my portfolio?

You decide your level of involvement. Many clients prefer a fully hands‑off approach, while others appreciate regular touchpoints and updates. Your manager handles the day‑to‑day, but you remain informed through agreed reporting.

5. How often will I receive performance reports or portfolio reviews?

We typically provide regular updates, performance reporting, and review meetings to ensure your portfolio remains aligned with your wider financial objectives as part of our wealth and investment management service.

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