Archway Private Wealth provides consulting and investment advice, particularly for individuals with UK-based pension plans. Archway helps clients review their UK pension assets, understand their retirement benefits, and explore options for managing those assets, including transfers to Self-Invested Personal Pensions or Qualifying Recognized Overseas Pension Schemes. Archway also offers investment management services through third-party managers. A strategic relationship exists with Holborn Assets, where Holborn employees act as Archway representatives.
Fee Structure
Archway Private Wealth uses third-party investment managers to manage client assets. The fees for these managers can be up to 0.75% of the assets managed. This is in addition to Archway's annual fee for monitoring, advice, consultation, and management of assets, which can be up to 1.50% annually. Therefore, total annual asset management fees can reach 2.25%. Fees are negotiable and are paid quarterly.