Firm overview

SUI Securities brochure

A concise introduction to who we are, who we serve and how we invest: a fee-only fiduciary firm combining private client counsel with institutional discipline across the assets we manage.

Download PDF brochure

Glass office towers of the City of London financial district at golden hour — Rooted in London

Advisors meeting a family around a boardroom table — Partner-led relationships

Aerial view of a modern industrial and logistics park at sunrise — Real assets in the mix

The firm at a glance

Firm: Fee-only fiduciary investment management
Headquarters: London, England
Compensation: Client fees only. No commissions.
Style: Evidence-based, tax-aware, plan-first
Review rhythm: Quarterly, against the plan
Service standard: Partner-led, never a call centre

What we do

Private clients. A written wealth plan, globally diversified and tax-aware portfolios, and quarterly measurement against the plan for individuals and families across generations.

Institutions and trusts. Discretionary management of institutional, endowment, foundation and trust portfolios, with reporting formatted for trustee files and audits.

Real assets. Where a plan calls for them, portfolios can hold exposure to property, infrastructure and industrial and logistics assets alongside public markets.

Professional partners. Law firms, accountants and trust companies introduce clients who need fiduciary investment management, and we keep the economics clean in both directions.

See our services and how we can help you for more detail.

Start the conversation

A first consultation is without cost or obligation. A partner will read every word and respond within one business day.