Websites for wealth managers and DFMs
Your clients trust you with their most significant assets. Your website needs to reflect that level of professionalism. We build premium, FCA-compliant websites for wealth managers and discretionary fund managers that attract high net worth clients and convey the authority your firm deserves.
Your clients expect more from every touchpoint
HNWI clients have high expectations. They are used to premium services and can spot a generic website immediately. A template site or DIY builder will undermine the perception of quality you have worked so hard to establish.
Template sites and DIY builders will not work for wealth managers. Your website needs to match the quality of your offices, your reports, and your advice. Every touchpoint matters when you are managing portfolios worth hundreds of thousands or millions of pounds.
The wealth management sector is competitive. Your website is often the first touchpoint with a potential client. It needs to convey authority, expertise, and trustworthiness from the moment they arrive.
What makes a great wealth management website? Clear investment philosophy, credible team profiles, appropriate regulatory compliance, and a design that reflects the premium nature of your service. We build all of this in from the start.
What makes our wealth management websites different
We build premium websites that match the calibre of your service and the expectations of your clients.
Premium design for premium clients
HNWI clients expect sophistication. Template websites won't cut it. We design sites that reflect the quality and exclusivity of your wealth management service.
Investment philosophy front and centre
Your approach to managing wealth is your differentiator. We build sites that clearly communicate your investment philosophy, process, and track record.
FCA and MiFID II compliance
Wealth managers face complex regulatory requirements. We build compliance into the design from the start, including appropriate risk disclosures and regulatory information.
Built for trust and credibility
Managing significant wealth requires significant trust. Professional team profiles, client testimonials, and clear credentials establish credibility before the first meeting.
Everything your wealth management website needs
Purpose-built features for wealth managers, DFMs, and investment managers.
Investment philosophy section
Dedicated space to explain your approach to portfolio management, asset allocation, and investment selection. Help prospects understand what makes your approach different.
Team credentials
Individual profiles highlighting qualifications (CFA, CISI, Chartered), experience, and specialist areas. HNWI clients want to know exactly who will manage their wealth.
Portfolio reporting integration
Connect your website with portfolio reporting tools. Provide secure access for clients to view performance, holdings, and reports.
Client segmentation
Different landing pages for different client types: entrepreneurs, retirees, families, trustees. Speak directly to each audience's needs and concerns.
FCA and MiFID II compliance
Proper display of regulatory information, risk warnings, fee disclosure, and best execution policy. Built into the design, not bolted on.
Premium visual design
High-quality imagery, refined typography, and sophisticated colour palettes. Your website should feel as premium as the service you provide.
Secure client area
Password-protected section for existing clients to access reports, documents, and communications. Two-factor authentication for additional security.
Thought leadership section
Blog or insights area for market commentary, investment outlooks, and economic analysis. Demonstrates expertise and supports SEO.
Everything you need to launch a premium online presence
Our wealth manager website package includes everything required to present your firm at the highest standard.
- Custom premium design
- Mobile-responsive across all devices
- FCA registration and compliance display
- Investment philosophy pages
- Team profiles with credentials
- Service pages for each client type
- Contact form with secure data handling
- Basic SEO setup for relevant searches
- SSL certificate (HTTPS security)
- GDPR-compliant privacy policy template
FCA and MiFID II requirements
Wealth managers operating as discretionary fund managers face additional regulatory requirements beyond standard IFA rules. MiFID II requires detailed fee disclosure, best execution reporting, and suitability assessments. Your website must reflect these requirements clearly and accurately.
We ensure your website includes proper regulatory information, risk warnings, fee structures, and compliance disclosures. This is not an afterthought. It is built into the design and content structure from the very beginning.
Check your website's compliance
Use our free FCA Compliance Checker tool to see whether your current website meets the key regulatory requirements for financial services firms.
Try the FCA Compliance CheckerReady to upgrade your website?
Web Cardiff builds premium websites for wealth managers, DFMs, and investment managers. We understand the regulatory requirements, the expectations of high-net-worth clients, and the design standards your firm needs to stand out.
Helpful guides and tools for wealth managers
Ready to discuss your wealth management website?
Whether you are launching a new firm or refreshing an existing website, we would love to hear from you. Get in touch for a no-obligation conversation about your requirements.
Ready to get started?
Book a free, no-obligation discovery call. We'll discuss your goals and show you how we can help your business grow online.
No pressure, no jargon, just an honest conversation about your website.