Acumensa

Acumensa was founded by Stephen Wren, the former CEO of Tax & Wealth Advisory Services at HSBC in London. Stephen felt that the large banks and institutions were not offering a cohesive wealth management to service UHNW families over their lifetime. He founded Acumensa to bring together a comprehensive wealth package of architecture, preservation and tax planning. There are many financial institutions who can run investment portfolios well but for affluent private clients and their families, there is a wider tax and financial advice need that calls for equal attention. These needs are driven by financial and emotional incentives. In parallel to co-ordinating UK and overseas assets for inflation protection, growth and/or income, we help our clients understand the potential impact of tax on their personal and commercial position and put in place a plan to mitigate the burden. Our unique model is designed to accommodate the overall needs of private clients and their families who often have UK and overseas interests. Our model is built on experience, technical acumen, care, institutional resource and a creative approach to wealth management. Our concept of wealth architecture is the art of designing and delivering valuable wealth management solutions. The design process is affected by knowing what the client really wants and why they want to achieve this. Such as in the way a well-designed building integrates with it’s environment, this is also true of a wealth management solution and the client’s environment. The architectural phase of our advice process is where we learn about a client’s objectives and provide initial proposals of what structures we would look to use. Equally, many of our client’s find this phase a key part of their own learning curve in terms of managing large sums for themselves and their family.