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 company 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. Their discretionary approach is designed to help protect and grow wealth by determining the optimal structure to hold and custody assets through a broad range of financial solutions across global markets.

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.

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 risk management.

Plurimi Structured Solutions

Plurimi Structured Solutions specialise in distributing bespoke structured products to a diverse client base across multiple regions. Using deep industry experience across all asset classes, and with a passion for developing both strong and trusted client relationships, they offer a wide and innovative range of solutions to meet investors’ needs.

The Circle Square offer

Circle Square members will benefit from a dedicated Circle Sq. point of contact, Martin Ash, partner and managing director, as well as typically lower fees and improved portfolio performance.

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 15 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.

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