Your Wealth.
Our Expertise.
One Private Office.
Privé brings clarity, structure
and intelligent oversight to
modern wealth.
We work with individuals, families, and their advisors who want a more considered approach to managing complexity, making decisions, and thinking long term. Our role is to bring a professional advisory perspective, coordination and confidence to wealth.
Some relationships begin with a specific issue requiring focused advice. Others evolve into a broader, long-term role centred on clarity, continuity and the management of complexity over time. In both all, our role is to bring intelligent judgment and a more coherent view.
Team
Private Office Partner
Anna
Levin
With a background spanning investment banking, corporate finance and wealth planning, Anna advises high net worth clients on complex financial matters.
She combines technical knowledge with commercial insight and a thoughtful, relationship-led approach to financial planning.
She combines technical knowledge with commercial insight and a thoughtful, relationship-led approach to financial planning.
Private Office Partner
Matt
Bowen
Chartered Financial Planner and Fellow of the PFS with over 20 years' experience, specialising in wealth structuring, succession planning, and long-term strategy for individuals, families, and business owners.
Focused on aligning every element of a client's financial world with what matters most.
Focused on aligning every element of a client's financial world with what matters most.