History

Tankard Wealth was established in the City of London by Managing Director Adam S. J. Tankard. As more and more people sought a truly ongoing and personalised investment management service, Tankard saw a niche in the financial services market. Today, our ultimate aim is to collaborate and foster long term relationships with our esteemed clients to build, grow and safeguard their wealth.  Planning for the future involves a journey of commitment and we are here to help achieve this ambition. 

What makes us unique from all our competitors is the management’s dedication to our team.  Internally developing our professionals is of high importance, and with a solid organisation of experienced and loyal advisers at the helm of the company, clients can rest assure that they are provided with the most suitable and appropriate advice.

Each client works with their own Investment Manager. Together, they will devise, implement and manage a tailored financial strategy that is fully in-line with the client’s circumstances, requirements and plans for the future.  The strategy is then reviewed in tandem with the investment committee, and provided that the team is in agreement, the strategy is given the seal of approval.

At Tankard Wealth we pride ourselves on our investment research, however it is worth noting that our culture is centralised with the clients and people who we work with for the foremost.  Our clients’ success is what determines our corporate success.

From FATCA, Retirement planning, Estate planning and more, we offer an array of portfolio solutions to our clients which include international investors, expatriates and other globally-minded individuals. 

At Tankard Wealth, our mission is to ensure that you will have peace of mind that your financial portfolio is in safe, capable hands that know what it takes to protect, maximise or grow your wealth.

Our Investment Management Team

Assistant to the Managing Director

Melanie Levanneur

Melanie is an indispensable member of the team who provides administrative support to the firm and Adam Tankard.

Originally from Paris, she has worked at some high profile companies in France, including a television production company. She has now ventured into the financial industry, and is currently studying towards her professional qualifications in wealth management at the Chartered Institute for Securities and Investment.