BY INVITATION

Apply to Become a Wealth Max Client

We work with a select number of private client. Complete the form below and our team will review your application within five business days.

Personal Application
Institutional Application

01 Personal Details

02 Professional Details

03 Financial Details

04 Investment Details

05 Product Details

06 Declarations

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01 Organisation Details

02 Primary Contact

03 Financial Details

04 Investment Interest

05 Product Details

06 Declarations

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
WHY WEALTH MAX

Precision Advisory for Private Clients

  • Non-discretionary advisory — you retain full control of every investment decision
  • Three distinct products calibrated to different risk profiles and objectives
  • Referral-only client base — select, private, and conflict-free
  • FCA authorised and regulated since March 2026

Submitting this form does not constitute a client agreement or commitment to provide investment advisory services.

Institutional Advisory

Tailored Solutions for Organisations

  • Non-discretionary advisory — your investment committee retains full decision authority
  • Access to leveraged and unleveraged strategies across our three product range
  • GIA accounts via Interactive Brokers — institutional-grade custody and execution
  • FCA authorised and regulated since March 2026

Institutional clients are categorised in accordance with FCA COBS rules. Categorisation will be confirmed in writing prior to any service engagement.