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OUR PARTNERS

Case Studies

At Discretion Wealth Management we offer a range of tailored financial and investment products to match each client’s individual needs.

Please click on the links to the left for general information on each product and service provided. If you are looking for something not featured, please contact us.

You can also learn more about how we’ve specifically helped clients by reading the short case studies by clicking on the links below.

These case studies are composite stories based on real people. We’ve changed the names and altered personal details so that clients are not identifiable. But all the situations they depict are existing situations of clients we’ve dealt with at Discretion.

Members of the LGBT community face a unique set of circumstances that others can’t truly begin to understand or empathize with. Because our consultants are members of the LGBT community themselves, and are personally aware of the issues community members face, we are in a better position to discreetly help clients build and manage their wealth.

Remember: the best time to plant a tree is 20 years ago, and the second best time is now.

Please note:

Discretion Wealth Management has partnered with bullionvault.com to give clients access to the world's largest gold and silver bullion market. You can now open an account and trade physical gold and silver in minutes.

This product is not authorised for distribution to residents of Hong Kong. Investors are advised to satisfy themselves that they are able to invest via this platform and to seek independent advice before adopting any investment strategies.

Do you wish to continue,


This product is not authorised for distribution for residents of Hong Kong. Investors are advised to satisfy themselves that they are able to invest via this platform and to seek independent advice before adopting any investment strategies.

Do you wish to continue,