Lawyers & Partners

Wealth Management for Law Firm Partners

Wealth Management for Law Firm Partners

As a law firm partner, your time is scarce, and decisions have tax and partnership implications. Verity Capital delivers discretionary management and partnership income planning so you can focus on your clients while we manage investment strategy, risk, and cash-flow across both Liquid and Alternative assets.

 

We already support partners across multiple firms, so we understand the pressures of a successful, time-constrained practice.

Why Law Partners choose Verity Capital

Discretionary Management (time-efficient)

Day-to-day portfolio decisions, no constant approvals.

Proactive monitoring, rebalancing, and concise reporting at a cadence that fits your schedule.

Partnership Income Planning (drawings, profit share, tax cash-flow)

Build an investment framework around drawings, profit distributions

We coordinate with your accountant/tax adviser; we don’t provide tax advice.

Estate Planning (with independent counsel)

Goal-driven plans to protect and transfer wealth: wills coordination, trusts/guardianship discussions, beneficiary design.

Align investment structures with your estate plan and risk tolerance.

Portfolio Diversification (Liquids & Alternatives)

We provide unique access to Alternatives: Private Equity, Hedge Funds, Private Credit/Direct Lending, Co-Investments—plus structured notes tailored to your risk-reward profile via competitive RFPs.

Core multi-asset portfolios with disciplined risk management.

Institutional Risk Management (Global Markets DNA)

Ex-Global Markets team—not private banking. Position sizing, liquidity tiering, issuer diversification, drawdown limits, and stress/scenario testing is part of what we do for your portfolio

Open architecture execution across multiple issuers/custodians; we work for You, not a Private Bank.

Cost-efficient custody

Negotiated fee arrangements with leading custodians in the UK and Switzerland

Frequently Asked
Questions

It’s the most time-efficient approach: we execute within your agreed asset allocation limits, we monitor risk daily, and reduce admin while keeping you fully informed.

Your assets are not held by Verity Capital. They sit in your own name at reputable banking partners/custodians we work with; we provide advice and discretionary management on top. This avoids firm balance-sheet risk and keeps custody separate from advice.
Yes. We align investment activity with partnership cash-flows and work alongside your tax adviser on disposal sequencing and wrappers.

We coordinate estate planning—wills, trusts, beneficiary structure—with independent legal counsel and implement the investment side accordingly.

We’re independent and ex-Global Markets, so we apply institutional-grade risk management and execute via open architecture across multiple issuers and custodians—no captive product shelf or sales pressure. That means aligned incentives, no product conflicts, and a service built around efficiency, fintech tooling and stable coverage from a team that knows your needs. We work for you, not a bank.
Subject to eligibility and suitability, we offer open-architecture access to a curated range of alternatives via our network: Hedge Funds, Private Equity, Private Credit, Co-Investments, select pre-IPOs, Structured Notes. Availability, terms, fees and capacity vary—and may be limited. We focus on manager selection, fee transparency. Where possible, we secure institutional terms through our relationships. Alternatives are higher risk and often illiquid; eligibility and jurisdictional rules apply.
Yes—multi-currency custody, FX management, and US/UK listed securities.
Engagement sizes vary by mandate. We work with a select number of clients. Our typical minimum to initiate a relationship is $3 million (or currency equivalent). That said, we’ve made exceptions in the past where clients have engaged with us through specific investment opportunities or where there was strong alignment and long-term potential. We approach each relationship individually—with discretion, flexibility, and focus on value creation.
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+44 2037 276 159

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