Wealth Management - Circle Square

A boutique approach to investing

We understand that trust in sound, impartial advice is of the utmost importance when it comes to your investments – matched only by high performance. With first-hand experience of Plurimi, we can vouch for both.

Plurimi is a wealth and investment manager offering objective advice to wealthy individuals, families, entrepreneurs, charities and institutions from around the world. Being independent means they offer an open architecture platform and are not tied to any single institution’s products or services.

They offer discretionary and advisory services that combine a traditional, common-sense approach with the use of Artificial Intelligence and Machine Learning with the goal of providing optimal risk-adjusted absolute returns while outperforming both markets and industry peers.

Their services

Wealth Management

Plurimi’s wealth management team provide trusted advice that is based upon understanding the specific needs of their clients. They have a reputation for responsiveness, passion and unbiased objectivity.

Custodial selection & consolidated reporting

Plurimi assist clients in opening and running safe custody accounts at top-tier private banks globally, ensuring clients receive unparalleled choice at a beneficial fee, delivered with simplicity. In short, peace of mind.

Investment Management & Consulting

Plurimi Investment & Consulting is an award-winning investment manager with a distinguished track record. Their team seeks to maximize risk-adjusted returns by employing discretionary top-down asset allocation and bottom-up stock selection and risk management, assisted by proprietary AI / Machine Learning technology that they have been using with great success since 2018.

Plurimi Structured Solutions & Alternatives

Clients benefit from Plurimi’s extensive network of reputable institutional Structured Product issuers and, for Professional clients, Private Equity and Credit managers around the World. With deep expertise across all asset classes, Plurimi is able to source interesting investments to complement traditional portfolios as well as negotiate competitive terms and pricing.

The Circle Square offer

Circle Square members will benefit from a dedicated Circle Square point of contact, Martin Ash, Partner and Managing Director, as well as competitive fees. For Circle Square members interested in getting a taste of the service, Plurimi offer a portfolio ‘health check’ to assess their current arrangements on a strategic and granular basis, using their proprietary AI system to help analyse portfolio holdings.

Please contact Teresa at teresa.woodley@sharecirclesquare.com for an introduction to Martin.

About Plurimi

Martin Ash is our dedicated Circle Square advisor, bringing over 20 years of top-tier banking and investment management experience, gained primarily at AllianceBernstein, Morgan Stanley and Credit Suisse, where he worked with wealthy individuals, family offices and private institutions to guide and implement their global investment and financing strategies.

He has lived and worked in UK, France, Germany and China and speaks 6 languages. An alumnus of Durham University and Université de Paris-IV (Sorbonne), he is a member of the Chartered Institute for Securities and Investment and a CFA Charterholder.

Plurimi was established in 2007 with the aim of preserving and enhancing the real value of our clients’ wealth, with offices in London, Gibraltar & Dubai, Plurimi was born organically out of requests from our Chairman’s clients who wanted to be independent from any one financial institution, whilst at the same time continuing to work with their trusted adviser, having one point of contact.

This fresh approach enables Plurimi clients to have access to the breadth and depth of current market offerings, providing multiple custodians & jurisdictions, institutional pricing, and investment products that are not necessarily available at private banks.

Under the Retail Distribution Review description provided by the Financial Conduct Authority, Plurimi offers our clients “restricted advice”. This means that we offer investment advice from a selected range of providers, platforms and custodians.