Who We Are
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The Target Wealth Group acts as a master distributor of investment products at an Institutional level. B2B intermediary and ancillary services.
Through our extensive global partnerships, we have unique access to a wide range of investment instruments, with a specialisation in private and alternative assets for certified investors, wealth managers and IFA’s.

Our priority is to build sustainable wealth for our clients and partners. We focus on their success and remain committed to helping them grow their wealth and pursue their financial goals.

At Target Wealth, our clients and partners come first.

Our Values

With a clear code of conduct, every engagement is made with our values in mind.

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Discovery

We earn trust through our deep understanding of each client's unique needs. By aligning our investment strategies with their goals, we develop tailored solutions for complex financial challenges. Our commitment to continuous research and rigorous due diligence drives innovation, enabling us to uncover valuable opportunities in alternative investments that deliver meaningful results for our partners.

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Guidance

In today's complex financial landscape, clear and unbiased guidance is essential for building lasting wealth and securing your family's legacy. We believe transparency isn't just a policy—it's the foundation of every client relationship. Our commitment extends beyond traditional advisory services. We share deep market insights and provide strategic direction, empowering our partners to make informed decisions that align with their long-term financial objectives.

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Partnership

Success in wealth management is built on long-term partnerships and aligned interests. We forge lasting relationships with our clients and partners, creating a foundation of trust that enables sustainable growth. By combining our partners' expertise with our innovative solutions, we achieve superior outcomes for all stakeholders. This collaborative approach reflects our commitment to team work.

Our Approach

Understanding Investment Structure

When evaluating alternative investments, understanding the complete investment structure becomes paramount. This includes examining the legal framework, ownership structures, and how returns are generated and distributed. Investors must comprehend not only where their capital is being deployed but also the mechanisms through which they can expect to receive returns.

Alternative Investment Distributor

Discipline In Due Diligence

Due diligence in alternative investments serves as the cornerstone of informed decision-making, protecting investors from potential risks while maximising opportunities for success. This comprehensive evaluation process extends far beyond surface-level analysis, requiring thorough investigation of investment opportunities, their operators, and underlying assets.

Always seek independent financial advice.

IMPORTANT INFORMATION

This website is exempt from the general restriction (in section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made solely to certified or self-certified sophisticated investors, certified high net worth individuals and investment professionals. These investments are high risk and illiquid, your capital is at risk and returns are not guaranteed. Bonds are not protected by the Financial Services Compensation Scheme (FSCS). If you are unsure of your categorisation or have doubts about whether to invest in our products, please consult an authorised person specialising in advising on investments of this kind.

Definitions of each categories

By pressing Confirm, this will have the same effect as if you had signed such a statement in writing.

If you don’t meet any of the criteria below, then you must STOP and leave this site.

You can find definitions of each category below.

To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:

They are a member of a network or syndicate of business angels and have been so for at least six months.

They have made more than one investment in an unlisted company in the two years prior.

They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.

They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.

A) Works in the Financial Sector , specifically private equity OR B) Been the director of a company with an annual turnover of at least £1 million, in the last two years OR C) or made more than one investment in an unlisted company in the previous two years.
A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.