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 specialization in private and alternative assets for certified investors, institutional investors and family offices.

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 believe exceptional service and value is derived in a deep understanding of our clients’ and partners’ needs and challenges.

Aligning our strategies with their evolving aspirations, we view each engagement as an opportunity to uncover new insights and tailor solutions that are unique as the challenges they face.

Prioritising research and development reflects our commitment to growth, diligence, and the excitement of uncovering new possibilities.

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Guidance

The need for clear, unbiased direction in an ever-changing, global world is more critical than ever; impacting the legacy you create for you and your family.

To us, transparency in our guidance is not a technicality – it is foundational to the trust we wish to build with our clients and partners.

Our guidance implies a sense of responsibility to provide direction, share knowledge, and foster growth.

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Partnership

We value the importance of aligning our goals with those of our client and partners – fostering partnerships for the long-term – delivering sustainability and trust. Through the strength of our partners, we can drive innovation and outcomes for all.

Partnership underscores the belief that success is best achieved through a shared sense of purpose and responsibility; the whole is greater than the sum of its parts

Our Approach

A Robust & Transparent Approach

Target Wealth Group is dedicated to upholding strong corporate governance through independent, transparent, and evidence-based decision-making processes.

We build on industry best practice to ensure we execute the mandate, in total confidence, set by our clients and partners. For this, we have developed the following governance structure:

Product & Risk Committee

Discipline In Due Diligence

Target Wealth Group success lies in transparent, evidence-based decision-making.

The Product & Risk Committee ensures ultimate transparency by overseeing the development, evaluation, and management of the company’s product offerings, while simultaneously identifying, assessing, and mitigating associated risks.

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.