Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Elemi Atigolo, specialises in looking after a select number of high net worth and ultra-high net worth private clients. Elemi and his team only work with and provide advice to an exclusive number of clients.
Elemi manages portfolios of individuals and large families across multi asset classes, he has helped to restructure assets to help a number of his clients meet their medium to long-term financial needs through pragmatic advice and strategic asset allocation.
Elemi and his team work to understand all aspects of his client’s wealth, tax and legal arrangements, typically coordinating advice with professional advisors such as private client lawyers, accountants and specialist tax advisors.
With an overriding objective to first preserve, then to build and sustain the wealth of his clients from one generation to the next; Elemi advises his clients to take a holistic long term view to building wealth and transferring wealth from one generation to the next.
To achieve this objective Elemi develops strategic, long-term wealth management plans for his clients that provide a disciplined and coherent approach to wealth accumulation, wealth management, and wealth succession.
With the important role as his clients trusted advisor, Elemi and his team act as his client’s 'private family office', a role which encompasses virtually every aspect of family finances, including tax planning, cash flow, school fees planning, intergenerational planning, asset allocation and protection all in accordance to his client’s risk appetite.
Elemi holds a Masters Degree in Accounting and Finance and is a member of the Chartered Insurance Institute.
Elemi is recognised in the CityWealth Leaders List as being a prominent figure advising on wealth management. His CityWealth profile link can be found on the links page.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.