Independent since 1980
Stewardship of capital,
across generations.
We advise families, entrepreneurs and institutions on preserving, growing and transferring wealth with the discipline of an institution and the discretion of a private partnership.
The firm
An independent partner, accountable only to those we serve.
John Investments Wealth Management is the private wealth division of John Investments Limited. We are independent by design: free of proprietary products, distribution incentives and the conflicts that accompany them. Our sole mandate is the long-term interest of our clients.
That independence changes the nature of advice. It allows us to build portfolios from the whole of the market, to hold positions through cycles rather than quarters, and to measure success in decades and generations rather than benchmarks.
Read our story
Investment philosophy
Patient, evidence-led, and built to endure.
Preservation before performance
We manage downside first. Protecting capital through difficult markets is the foundation on which durable, real returns are compounded.
The whole of the market
Open architecture gives our clients access to the best managers and instruments available globally, selected on merit rather than affiliation.
Alignment without exception
We are compensated by our clients, not by product providers. Our interests and theirs are structurally the same.
What we do
A complete platform for substantial wealth.
From discretionary portfolios to the operating architecture of a family office, our capabilities are integrated around a single relationship.
Management
Discretionary and advisory portfolios, wealth planning and succession, delivered by a dedicated partner and investment team.
ExplorePrivate equity, credit, real assets and hedge strategies, curated through rigorous manager selection.
ExploreGovernance, consolidated reporting, estate structuring and next-generation preparation for principals and single-family offices.
ExplorePortfolio construction
Allocation built around the client, not the model.
Every mandate begins with objectives, liquidity needs and time horizon. From there we construct a diversified allocation spanning public and private markets, calibrated to the level of risk each family is genuinely willing and able to bear.
Figures shown are illustrative of a representative balanced mandate and are not a forecast of future results.
Research & insights
A clearer view of the markets that matter.
Our investment office sets out its central scenario for the second half of the year, the case for extending duration, and where selective risk is being rewarded across private markets.
Read the outlookWhy quality duration and investment-grade credit deserve a larger place in balanced mandates.
Liquidity solutions are reshaping how families access and exit private equity exposure.
Where infrastructure capital is being deployed, and how to underwrite the next decade of demand.
Global presence
Local partners, a single global standard.
Our clients are served from fifteen offices, close to the markets and the wealth they represent, and connected by one investment philosophy and one standard of care.
From the Chairman
Wealth is not measured in a single year. It is the quiet accumulation of good decisions, protected from the temptation to make dramatic ones.
Alexander Hartley founded John Investments in 1980 on a simple conviction: that serious wealth deserves advice free of conflict, and patience free of the pressure to perform on someone else's schedule.
More than four decades on, that conviction remains the firm's organising principle. Ownership sits with the partners who serve our clients, ensuring that the interests of the firm and the families it advises never diverge.
Meet our leadershipThe client experience
Your entire wealth, in a single, private view.
Our client portal brings portfolios, performance, documents and secure communication together in one considered interface, available whenever you need it and protected to institutional standards.
- Consolidated reportingEvery account, custodian and asset class in one reconciled view.
- Performance you can interrogateReturns, attribution and exposures, transparent to the position level.
- A secure document vaultStatements, agreements and reports, encrypted and always to hand.
- Direct, protected messagingReach your team securely, without email or unsecured channels.
In their words
They understood that our objective was continuity, not the next quarter. In fifteen years, that has never wavered.
Begin the relationship
A conversation, held in confidence.
Every relationship begins the same way: by listening. Speak with a partner about your circumstances, your family and what you intend your wealth to achieve.