Value proposition

Moving against industry trends in order to design and deliver bespoke investment portfolios with index-beating returns.

Dowgate Wealth is an employee-owned private company founded in 2020. The business is built from the ground up by a group of investment professionals moving against industry trends, who saw the need to put the client first, focusing on their objectives and delivering a high-quality service. Our team of 25 professionals have over 500 years’ combined industry experience and has generated superior returns through a number of economic cycles.

As an employee-owned business, it enables us to attract the best talent and our structure allows us to focus on generating sustainable returns over the long term, forsaking gathering assets to meet short-term commercial targets. We believe this creates complete alignment with our clients’ objectives. The inherent benefits of this approach are a product of our continued investment in our people, processes, and systems.

Dowgate Wealth offers a comprehensive service to Institutions, Advisors and Private Clients including, Fund Management, Wealth Management, Advisory Stockbroking and Discretionary Fund Management. Given our expertise in UK equities, we have a well-developed Inheritance Tax Portfolio service and an employee share dealing service that has been created through our strong relationships with management teams of publicly listed companies.

We are a people’s organisation. We take pride in looking after our staff, who in turn, then look after our clients.