Withers Wealth Advisory

Margaret Robertson serves as CEO and leads the investment advisory group. She oversees asset allocation and manager selection, coordinating directly with Withers' trusts and estates partners to align investment structures with family governance frameworks and tax domicile requirements.

Withers Wealth Advisory is a fully integrated division of Withers, the international private-client law firm that traces its origins to 1896. It is not a separate corporate entity — investment advisors, tax lawyers, and trust specialists operate under the same partnership structure, allowing portfolio decisions and estate planning to be developed jointly for each family client.

The firm concentrates on three primary asset classes: direct real estate in gateway cities across Europe, the US, and Asia; private credit, particularly real-estate-backed lending and loans to family-owned businesses; and hedge fund allocations, with a focus on long/short equity and global macro strategies that complement the illiquid direct book.

No. The firm structures bespoke portfolios for each family client rather than managing pooled funds. Investments are often held through insurance wrappers and private placement structures tailored to the client's specific cross-border tax and regulatory profile, reflecting the firm's legal-first approach.

Investment focus centres on the UK, EU financial markets, and US coastal regions, supported by Withers' wider office network in London, New York, Hong Kong, and Singapore. The multi-jurisdictional reach aligns with a client base of families and individuals subject to complex international tax and inheritance regimes.

Philanthropic structuring is managed by Withers' separate charities and not-for-profit legal group, while investment implementation for charitable entities stays with the wealth advisory team. This division ensures regulatory separation while maintaining consistent asset management across family, personal, and charitable balance sheets.

Withers Wealth Advisory does not publicly report its assets under advisory, total deployment figures, or headcount for the investment team. The partnership structure means there is no regulatory filing that systematically captures those metrics, and the firm has not elected to publish them voluntarily.