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Wealth management built around you – from one of the world’s strongest firms.
Straightforward online investing.
From £500 to invest.
Personalised wealth planning to help you prepare and invest for the future.
From £250,000 in investable assets.
Access to our full range of wealth management solutions, adapted to your highly individual circumstances.
From £5,000,000 across investable assets and lending.
Creating your plan is just the beginning. We’ll guide you through opportunities, changes and challenges as they happen—from generation to generation
You’ll benefit from the financial stability and strength of a truly global institution. Our firm is built on a heritage of integrity and unwavering client dedication.
Make informed decisions about your wealth. Our personalized approach includes top-tier investment insights, proactive solutions and a professional, dedicated team to serve your unique needs.
Where will growth be found in 2025 and beyond? Explore our 2025 Midyear Outlook, featuring analysis of the investment opportunities and challenges that lie ahead.
I came to Kurz at a time when my finances were becoming increasingly complex after a successful startup exit. I was referred to CoinTrust, and honestly, it was the best financial decision I’ve ever made. They helped me structure a long-term investment strategy, optimize for taxes, and diversify beyond tech-heavy assets. A year and a half later, my portfolio has grown 26%, and for the first time, I feel financially secure and strategically positioned for future ventures. What impressed me most was how proactive and personalized their advice was. It wasn't just about returns—it was about building a life strategy.
We were nervous about transitioning from active income to retirement, and our savings felt disorganized and underperforming. Our account manager at Elizabeth Kurz patiently walked us through the entire wealth management process—from consolidating accounts to reallocating investments into low-volatility assets with reliable income. Thanks to their careful planning, we’ve seen consistent 7-8% annual growth while comfortably drawing income for our needs. We even managed to buy a vacation home without touching our core nest egg. We sleep better at night knowing our financial future is in expert hands.
Managing stock options, RSUs, and bonuses while trying to build long-term wealth was overwhelming. I was referred to my Account Manager at Elizabeth Kurz, and they immediately brought clarity. They structured a tax-efficient liquidation plan for my equity, diversified my holdings, and even helped set up a donor-advised fund to align with my philanthropic goals. In just under two years, my net worth has grown by over 30%, and I feel more in control of my financial path than ever before. Their expertise turned complexity into opportunity.
