Satis Wealth Management

Satis Wealth Management advises high‑net‑worth individuals and families, trusts and estates, charitable organisations, and corporate clients, including a material non‑U.S. clientele. The firm offers comprehensive financial planning and ongoing investment management services — including retirement and estate planning and tax optimisation — and generally works with clients who have at least $1 million in investable assets, with exceptions made in select cases.

The firm follows a long‑term, evidence‑based investment process built around strategic asset allocation, low‑cost index vehicles, a priced risk‑factor framework, and a buy‑hold‑rebalance discipline overseen by an Investment Committee. Although discretionary management is the firm’s standard offering and is governed by a formal Discretionary Investment Mandate, the majority of client assets are held in non‑discretionary/advisory arrangements, with periodic reviews and committee oversight.

Notable differences from many peers include its dual regulatory filings (UK regulatory authorisation alongside U.S. SEC registration) and a significant non‑U.S. client base, as well as formal affiliations with a trust company (Satis Trustees) and affiliated tax/accounting practices (Satis Tax and Hillier Hopkins LLP). These affiliated trustee and tax/accounting services are available to clients but are disclosed as optional and managed through written policies to address potential conflicts.