Belgravia Wealth Management

What Belgravia Wealth Management does

Belgravia Wealth Management, legally Belgravia Advisory Services Sàrl, is an independent, privately held financial advisory firm headquartered at Boulevard Georges-Favon 24, Geneva, Switzerland. Founded in 2011 to fill the advice gap between retail financial providers and ultra-high-net-worth private banks, the firm specializes in financial planning for British expatriates and high-net-worth individuals across at least seven European countries (UK, Netherlands, Sweden, Denmark, Switzerland, Spain, Norway). Its six core services are UK Pension Transfer (covering QROPS and SIPPs), Retirement Planning, Education Fee Planning, Regular Savings Plans, Health Life & Income Protection, and Inheritance Tax Planning, supported by published educational guides on QROPS and SIPPs.

The firm operates on a personal, consultation-based advisory model rather than a technology platform: no proprietary software, API, or mobile app is disclosed, and the core technology field is explicitly "Not applicable - financial advisory services." Distribution is direct and sales-led, with prospects booking consultations via Calendly and receiving tailored financial plans grounded in analysis of their existing portfolios. Marketing is content-led, using the company website, LinkedIn, Facebook, and downloadable QROPS and SIPP guides to attract expatriate leads.

Revenue is generated through fee-based or commission-based advisory engagements for individual clients, with pricing not publicly disclosed. The firm is founder-owned, with no institutional investment, parent company, subsidiaries, partnerships, M&A, or regulatory actions disclosed. Headcount is in the 101-250 range, and the operating model depends on the productivity of individual advisors rather than recurring SMB volume, which makes advisor retention and the HNW expat segment the central economic drivers.

Name

Belgravia Wealth Management

Legal name

Belgravia Advisory Services Sàrl

Website

https://belgraviawealth.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

101–250 employees

Short description

Belgravia Wealth Management is an independent Geneva-based financial advisory firm founded in 2011 that provides UK pension transfer, retirement, education fee, savings, protection, and inheritance tax planning to British expatriates and HNW individuals across Europe via a personal consultation model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Financial advisory services
• Pension transfer planning
• Retirement planning
• Wealth management
• Inheritance tax planning

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based or commission-based financial advisory services focused on pension transfers, retirement planning, and wealth management for expatriates.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Belgravia Wealth Management provides independent, tailored financial advisory services to international clients, primarily British expatriates. Core offerings include UK pension transfer advisory (QROPS and SIPPs), retirement planning, education fee planning, regular savings plans, health/life/income protection advisory, and inheritance tax planning, delivered via personal consultations from its Geneva headquarters.

Product overview

Belgravia Advisory Services offers a tailored financial advisory service designed to bridge the gap between retail financial companies and services available to Ultra High Net Worth (UHNW) clients. The firm provides six core advisory services focused on international clients, particularly British expatriates: UK Pension Transfer (including QROPS), Retirement Planning, Education Fee Planning, Regular Savings Plans, Health Life & Income Protection, and Inheritance Tax Planning. The company takes a tailored approach, first understanding a client's existing portfolio before proposing investment alternatives focused on protecting capital and maximizing growth. The service offering is complemented by educational resources including guides on QROPS and SIPPS. The firm operates primarily from Geneva, Switzerland, serving internationally based clients.

Differentiator

Problem solved

Functional benefit

Products and services

• UK Pension Transfer

Named customers9 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Chase Buchanan: Independent financial advisory focused on expat retirement and pension planning, with offices across Europe serving UK expats — comparable in service mix and target customer.
• AES International: Independent expat financial advisory firm offering pension transfer, investment, and tax planning services to internationally based British clients — comparable target market and product set.
• deVere Group: Large independent financial advisory group with deep expat clientele, offering pension transfer, retirement, and wealth planning services globally — directly comparable to Belgravia's expat-focused advisory model.
• Blacktower Financial Management: European-focused financial advisory serving British and other expatriates with pension transfer, investment management, and retirement planning — overlapping service offering and geography.
• Harrison PENN: UK pension transfer specialist focused on British expatriates, providing tailored advice on SIPPs, QROPS, and retirement planning — closely aligned to Belgravia's core offering.
• Hobsons Wealth Management: Expat wealth manager providing advice on UK pensions (including QROPS), investments, and tax planning for UK nationals living abroad — directly overlapping service portfolio and clientele.
• Blevins Franks: Long-established independent financial advisory firm specializing in UK pension transfers and wealth planning for British expatriates across Europe — the closest comparable in terms of customer segment, service mix, and QROPS/SIPP focus.

Regional players

• Geneva Management Group: Geneva-headquartered independent wealth manager serving internationally based clients with cross-border financial planning — comparable in location, expat focus, and holistic advisory model.

Broad incumbents

• Quilter International: Established UK/international wealth and pension advisory with significant expat book — a larger incumbent providing SIPP, QROPS, and retirement planning that overlaps with Belgravia's services.
• Standard Life International (abrdn): Major international SIPP/QROPS provider within the abrdn group, serving expat clients with retirement savings products — a broad incumbent overlapping with Belgravia's core pension transfer niche.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/BelgraviaWealthManagement
• LinkedInlinkedin.com/company/belgravia-wealth-management
• Xx.com/belgraviawealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Belgravia Wealth Management