Company

Pall Mall

Position

Founder

Index

Family Office Services

Business & Entrepreneurship

Location

London

Advice type

Wealth planning

Wealth preservation

Client Types

Families

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

David Alexander

Spear’s Review

David Alexander founded AAG Wealth Management in 1995 and stayed until it was subject to a management buyout in 2016. ‘Wealth management is in the blood,’ he says, ‘but we started Pall Mall Family Office not so much to manage people’s assets, but to manage their lives.’

The firm aims to ‘liberate UHNW families from unwanted complexity in their lives whilst ensuring their legacy is protected for generations to come’.

One way in which Alexander hopes to achieve this is with an encrypted cloud document storage platform, which makes clients’ documents quickly and securely available to the right people, regardless of where they are.

Rank: Top Recommended

Top Recommended 2023, Family Office Services

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