Sound, impartial advice

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, Rathbones, and Arboris Wealth Ltd, we can vouch for all three.

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.

 

Rathbones is one of the UK’s largest independent wealth managers, and they’ve been helping people manage their money for more than 275 years. Over this time they’ve established a reputation for providing a detailed and personal service through a long-term perspective. In many cases, they have relationships with several members of one family, which have lasted for a number of generations.

 

Arboris Wealth Ltd combines financial expertise with emotional intelligence, offering a holistic approach to family wealth that prioritises family values and interpersonal dynamics alongside financial planning and stewardship.  Their mission is to help families align vision, values, and financial decision-making through thoughtful collaboration.  They work alongside your existing advisors. This differentiates the firm from purely financial advisory services by addressing both economic and relational aspects of inheritance.

Their services

Plurimi

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.

 

Rathbones

Rathbones role, when providing financial planning services, is to help you make informed decisions with your money based on what matters most to you and your family. They know that organising your finances and planning your future can be time consuming and complex, often involving many options. Many people who come to Rathbones for financial planning use their investment services too. They’ve made it easy for you to access their investment expertise in a way that suits you. That includes a bespoke service where you’ll work with a dedicated Rathbones investment manager who will construct and manage a bespoke portfolio that is specifically tailored to your needs.

 

Arboris Wealth Ltd

Arboris Wealth Ltd provides specialised advisory services to families navigating multi-generational complexity, who are seeking a boutique, confidential, advisory relationship.  Their work includes facilitating effective family dynamics, delivering structured financial education for the rising generation, and supporting governance and succession planning frameworks. We collaborate closely with legal, tax, and investment professionals, coordinating advice and acting as a central communication conduit between family members and their specialist advisors to ensure alignment, continuity, and disciplined decision-making over time.

Their services range from:

  • Guiding inter-generational conversations and governance
  • Providing financial education tailored for the rising generation
  • Advisory coordination with legal, tax, and investment providers
  • Communication bridge between family members and specialists

The Circle Square offer

Plurimi

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 at Plurimi

Rathbones

Rathbones will hold an initial meeting with an experienced and qualified professional to talk about your needs and decide how they can help, offered to all Circle Square members free of charge. They will hold a follow-up meeting to explain their recommendations, answer any questions you may have and agree the next steps.

Please contact Teresa at teresa.woodley@sharecirclesquare.com for an introduction to the team at Rathbones.

Arboris Wealth Ltd

Circle Square members will receive a complimentary discovery consultation and a 15% discount on any follow-on services.

To get in touch with the team, call  07540 874 145  or email info@arboriswealth.com

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.

With roots dating back to 1742, Rathbones has been a provider of financial services to private individuals and charities for a number of years.

The company listed on the London Stock Exchange in 1992 and in that same year, it pioneered one of the UK’s first tailored ethical and sustainable portfolio services, which led in 2004 to the formal establishment of Rathbone Greenbank Investments.  In 2009, Rathbones became one of the first investment managers to sign up to the UN-endorsed Principles for Responsible Investment, which promotes environmental, social and governance considerations.

Today the firm operates out of 23 locations across the UK and Jersey, with over £100bn of assets under management.

The Rathbone family motto of “gently in manner, firmly in action” has been a guiding principle for the firm throughout its history and continues to inspire its employees today as they strive to be responsible and thoughtful custodians of their clients’ assets.

After two decades in senior banking and wealth management roles, Inbal Shiloach made the decision to follow a long-standing passion: helping families navigate the complexities of wealth transfer with clarity, purpose, and care.

Throughout her career, she’s worked closely with individuals and families of significant wealth – seeing first-hand the challenges they face when trying to align financial structures with personal values and legacy goals.

Too often, the experience felt fragmented, overly complex, or impersonal.

Today, Inbal supports clients in creating bespoke wealth transitions that reflect not just their assets, but their values, aspirations, and concerns. She coordinates across legal, tax, investment, financial literacy and family dynamics to deliver a simplified, well-orchestrated experience – one that empowers families and prepares the next generation with clarity and confidence.

 

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