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- About youThere is no such thing as a typical client. We are often asked what a typical client of TWP looks like, particularly by potential new clients. There really is no typical client but it is true that they do have much in common. Clients who have chosen TWP as their wealth manager typically; Demand an exceptionally high level of service, particularly where they have been disappointed by the ‘one size fits all’ approach offered by private banks or other financial managers. Are looking for a long-term, lasting professional relationship based on trust and respect. Understand and value of our team-based approach. Value the benefits of regular reviews with all advice and investment management offered via a transparent, fee-based approach. Appreciate technical excellence. Understand that a risk-based approach to investment portfolios over the long term will bring benefits. Are happy and willing to delegate Are comfortable with taking advice
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