Let us help you to visualise your financial journey, plan for what you need, and understand what you can afford.
Wealth planning
A central hub for all of your financial advice needs with a range of services including investment, tax efficient savings, protection insurance, and estate planning. You can choose the level of advice that suits you.
Wealth planningInvesting for your future
Using our range of global multi asset funds, we can help you to create the best investment portfolio for you, finding a balance between the financial returns you hope to make and the level of risk you are willing to take.
Investing for your futurePlanning for your retirement
The earlier you start your retirement plan the better. And the process doesn’t have to be difficult or take a long time. Let us help you to find what you need to make your retirement as simple and stress-free as possible.
Planning for your retirementPassing on your wealth
Lack of preparation can be a key reason for the loss of wealth between generations. Let our specialists in multi-generational estate planning help you and your family to transition wealth to the next generation.
Passing on your wealthKeep up to date with our latest insights and reports
Watch our latest update on the global economy and financial markets with our CIO Graham Bishop, read our new 2024 Wealth Survey and an Insight covering the upcoming US and UK elections. Also take a look at our corporate brochure, and check in every Monday for our Weekly Bulletin market update.
2024 Wealth Survey Report - Gender and generation: unravelling the wealth gap
This year’s edition covers a range of topics, including research into the wealth gap between women and men and the differences emerging between older and younger age groups.
Read moreInsight: Spring Budget Statement 2024
On 6 March 2024 the Chancellor of the Exchequer, Jeremy Hunt, presented his Budget for ‘long term growth’ to parliament. Our Spring Budget Statement 2024 insight focusses on some of the key tax measures that may be of interest.
Read moreInsight: Casting votes
With over half of the world’s population going to the polls this year, we take a look at the implications for financial markets.
Read moreHandelsbanken Wealth & Asset Management brochure
Many of our meetings start with the same questions, why do I need a financial plan and what will it help me to achieve? In our corporate brochure we’ve set out to answer these and many other questions including those on investing, planning for retirement, tax, and selling a business.
Read moreOur latest investment views: April update
Read our Investment Team's latest views, a short summary of economic events shaping financial markets and our current investment positioning.
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