Bank / Wealth / TrustRIA · CRD 338281

Updated:

Fiducia Wealth Management

Fiducia Wealth Management was founded in 2004 and operates from Essex, United Kingdom. The firm provides financial planning and investment management services...

Fiducia Wealth Management logo

Fiducia Wealth Management

Fiducia Wealth Management was founded in 2004 and operates from Essex, United Kingdom. The firm provides financial planning and investment management services to affluent families, corporations, charities, pension funds and trustees. Its model blends wealth advisory with institutional-style portfolio construction. Fiducia's investment strategy spans three distinct tracks: direct buyout opportunities, natural resources exposure, and fund-of-funds commitments. This combination gives the firm flexibility to allocate across private markets while maintaining access to specialized managers. The firm's client base of pension funds and charities shapes a fiduciary posture that emphasizes diversification. Geographic focus centers on UK-based investments and managers. Team size and additional office locations are not publicly disclosed. The firm has not announced a recent fund close or vehicle launch. Without a named CIO or investment committee roster available, the decision-making structure remains opaque to outside allocators. Fiducia operates as an independent wealth manager rather than a single-family office — a structural choice that differentiates its governance. The firm's mix of direct private investments and third-party manager selection creates a hybrid sourcing model uncommon among UK regional wealth managers. Succession planning and ownership details are not publicly disclosed.

General information

Firm type

Bank / Wealth / Trust

Year founded

2004

Location

Region

Europe

Country

United Kingdom

City

Upper Arlington

Corporate office

Essex, United Kingdom

Sector focus

BuyoutFund of FundsNatural Resources

Frequently asked questions

How does Fiducia Wealth Management structure its investment program?

Fiducia operates across three primary tracks: direct buyout investments, natural resources exposure, and fund-of-funds commitments. This allows the firm to blend direct private market access with diversified manager selection. The approach serves a client base that includes pension funds and charities, which often require structured fiduciary oversight.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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