Est. 2005 — London • Zurich • Singapore
We partner with families, entrepreneurs, and institutions to preserve and grow wealth across generations through principled investment management and holistic financial planning.
Founded in 2005, Pennyworth was born from a conviction that true wealth management demands more than portfolio construction—it requires a deep understanding of each client's aspirations, obligations, and legacy.
Our approach rejects short-term speculation in favour of disciplined, research-driven strategies designed to compound value over decades. We believe that preserving wealth is as important as growing it, and that the best investment decisions are made with clarity, patience, and intellectual rigour.
Today, we serve a select group of families, entrepreneurs, and institutional investors across three continents, providing the kind of thoughtful, personalised stewardship that larger firms simply cannot deliver.
Every engagement begins with listening. From there, we craft strategies as unique as the families and institutions we serve.
Multi-asset portfolio construction across public equities, fixed income, alternatives, and private markets. Risk-adjusted returns through rigorous fundamental analysis and disciplined asset allocation.
Holistic financial architecture that integrates tax strategy, estate planning, philanthropic structuring, and intergenerational wealth transfer into a cohesive framework.
Comprehensive risk assessment and mitigation strategies designed to protect capital through market cycles, geopolitical uncertainty, and structural economic shifts.
Every client relationship follows a structured methodology refined over two decades of practice.
Deep-dive conversations to understand your financial landscape, goals, risk tolerance, and the legacy you wish to build.
Custom strategy design encompassing asset allocation, tax optimisation, estate structure, and risk management.
Disciplined implementation across global markets with institutional-grade research, trading, and compliance infrastructure.
Continuous monitoring, rebalancing, and proactive communication. Your strategy evolves as your life and the markets change.
Our leadership team combines decades of institutional investment experience with a genuine commitment to client outcomes.
Former head of global multi-asset at Schroders. 28 years navigating equity, credit, and alternative markets. Chartered Financial Analyst with an MBA from INSEAD.
Previously led UHNW advisory at UBS Wealth Management in Zurich. Specialises in cross-border estate planning and philanthropic structuring for international families.
Former quantitative strategist at Bridgewater Associates. Combines systematic risk analysis with fundamental research to build resilient, all-weather portfolios.
As central banks chart divergent paths, we examine the implications for multi-asset portfolios and identify opportunities in duration, credit, and real assets.
Q2 2026 OutlookGeopolitical realignment is reshaping supply chains and energy systems. We explore why infrastructure offers both inflation protection and secular growth.
April 2026Effective intergenerational wealth transfer requires more than legal structures. We discuss governance frameworks that build capability and preserve family cohesion.
March 2026Pennyworth brought a level of thoughtfulness and intellectual rigour to our family's wealth that we had not experienced before. They think in decades, not quarters, and that perspective has made all the difference.— Multi-generational family client since 2012
The most meaningful relationships begin with a simple conversation. We welcome the opportunity to understand your goals and explore how Pennyworth might serve your interests.
14 St. James's Place
London SW1A 1NP
United Kingdom
Bahnhofstrasse 42
8001 Zurich
Switzerland
One Raffles Quay
North Tower, Level 35
Singapore 048583
Email: enquiries@pennyworth.ltd
Phone: +44 (0)20 7946 0123