We are a business and private client services firm focused on wealth management. P27 works with wealth management businesses and private clients in the UK and internationally.
Founded to deliver strategic change for financial firms, P27 later added sustainability services and expanded to non-financial clients. Now, we are primarily focused on the wealth management sector, while retaining the broader experience from working with financial and non-financial clients.
P27’s Wealth Management practice offers technical consultations, research and analysis, as well as strategic change support—including ESG, fintech and AI integration. Our International Concierge practice offers a range of services for individuals and families with cross-border needs.
Our mission is to help wealth managers, IFAs and individuals navigate change, sustainably—drawing on our global network of experts and partners.
