ABOUT US

At Nine Wealth Management LLP we offer a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all provided through the prestigious St. James's Place.

Growing and maintaining our clients’ wealth is a responsibility we take very seriously. By applying a consistent set of investment principles developed over many years, we believe we can help all our clients towards reaching their financial goals. 

Our investment philosophy is based on our conviction that high quality active investment managers have the potential to produce returns above the market.

We encourage all our clients to have a 5+yr investment horizon and to make provision for periods of volatility by holding a sufficient cash buffer to avoid being forced sellers when markets hit turbulence.

OUR ROOTS MIGHT BE IN CARDIFF, BUT OUR FOOTPRINT IS GLOBAL 

Nine Wealth Management is based in Cardiff, but we manage portfolios for clients across the UK using the huge resources of St. James's Place to identify some of the best fund managers from across the globe. For clients requiring further diversification or with very specific investment needs we use the services of Rowan Dartington, who provide  Discretionary Fund management and Stockbroking services and who are wholly owned by the St. James's Place Group.

We very much look forward to building a professional and valued relationship with you in the future. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any wealth management products and services available from companies in the group, more details of which are set out on the Group's website at www.sjp.co.uk/products.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.