Hello,
A bit of family money coming our way and looking at wealth management options. Has anyone had any experience with Henderson Rowe? They seem less known than the usual big names but have been around quite a while.
Found them through research and they talk a lot about using AI/tech for investments, which makes me both interested and slightly nervous! Would love to hear any real experiences before taking it further.
What I've found so far:
- London based firm from 2002
- They invest in direct stocks rather than just funds
- Seem to need quite a bit to invest (£1m minimum I think?)
- Talk about "institutional quality" investment approach
Really just want to make sure the inheritance is handled properly. My husband thinks we should just stick it in a Vanguard account, but I'd like to explore all options.
Has anyone:
- Used them personally?
- Had any interactions with their team?
- Know about their fees and performance?
- Had experience moving money out if needed?
Just trying to make an informed decision.
Thanks in advance!