We are a business and private client services firm focused on wealth management. P27 works with financial firms, other organisations and private clients in the UK and internationally.
Founded to deliver strategic change for financial firms, P27 later added finance and ESG consulting and other services, expanding to non-financial organisations and private clients. Today, we focus mainly on wealth managers, drawing on experience from a broad spectrum of projects.
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.
