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Balmoral Asset Management Ltd

EDINBURGH, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Overview

Balmoral Asset Management Ltd is a leading wealth management firm based in Edinburgh, Scotland, specializing in bespoke investment strategies, comprehensive tax planning, and secure pension solutions for high-net-worth individuals and families. We provide expert guidance across a range of financial needs, helping clients build and preserve their wealth for the long term. Our team combines deep industry knowledge with a client-centric approach, delivering tailored financial plans designed to meet specific goals. With a focus on delivering exceptional service and building lasting relationships, Balmoral Asset Management Ltd is trusted by clients seeking sophisticated financial advice and proactive portfolio management. We assist individuals in navigating complex financial landscapes, ensuring their assets are strategically positioned for future success. Our services encompass investment portfolio construction, tax-efficient retirement planning, and estate planning, all underpinned by a commitment to transparency and integrity.

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Contact Details

+440131 221 6950
admin@balmoralasset.com

EDINBURGH, United Kingdom (UK), 18 RUTLAND SQUARE

Company Type

Private Limited Company

Employees

10-20

Keywords

#wealth management

#pensions

#tax

#investment management

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