The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Who we work with

Donald Asset Managements requires a minimum of £500,000 in liquid assets to establish a relationship. We usually work with wealthy individuals and families looking to structure their financial wealth to ensure they can achieve all of their life’s goals. We also work with business owners and entrepreneurs that require our help to achieve a secure retirement.
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How we will help you

Your first meeting

Your first meeting

If you would like to arrange a First Meeting with
Donald Asset Management Limited please send
us your details and we will call you back during
office hours.  Alternatively you can call Jamie or Ian
on 0121 308 8034.

There is no charge or obligation and meetings usually take 1 to 2 hours, in which time we can confirm if we can help you to add value to your assets. We will also explain the fees and the process involved.
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Download our brochure



We have produced a brochure for you to browse at your leisure. If you would like to receive a free copy, either by digital download (pdf), or a printed copy click here.

 

Our philosophy

Family run business

Continuity, decades of experience and a personal commitment to your financial well-being are what distinguish us from other advisors. We’re a family business and we understand how important it is for you to secure the future as well as the present. We’ll help you do that by building a relationship that lasts. more>>

Our investment process

We spent a considerable amount of time building our investment proposition, with the central focus of making sure that we provide our clients with a positive and successful investment experience, by which we mean one that they can understand and believe in, and which allows them to sleep at night.  The approach we adopted is probably a little different to that experienced by many investors. 
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Selling your business?

Many of our clients have built substantial value in their businesses and at retirement have looked to realise this value through a sale of their business. more>>