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Wealth Management · Investment Planning

Protecting What Matters Most

Ledger Capital Management has been helping high-net-worth individuals and families preserve and grow their wealth for over 30 years. Trusted. Experienced. Independent.

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$4.2B
Assets Under Management
30+
Years of Experience
1,200+
Client Families
Our Services

Comprehensive Wealth Solutions

Wealth Management

Holistic management of your financial life — from investment portfolios to cash flow planning and beyond.

Investment Planning

Bespoke investment strategies aligned with your goals, risk tolerance, and time horizon.

Tax Advisory

Proactive tax planning to minimise your liability and maximise the efficiency of your wealth.

Estate Planning

Ensure your wealth is transferred to the next generation according to your wishes, efficiently and securely.

Experienced Advisors You Can Trust

RH

Robert Harrison

Managing Director

30 years in wealth management. Former Goldman Sachs. CFA Charterholder.

SC

Sarah Chen

Head of Investments

20 years in portfolio management. Specialises in alternative investments and ESG.

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James Mitchell

Tax & Estate Partner

Chartered Tax Adviser with 25 years of experience in complex estate planning.

Regulatory Compliance
SEC Registered
FINRA Member
SIPC Protected

Schedule a Private Consultation

Speak confidentially with one of our senior advisors. No obligation. No pressure.

Schedule a Private Consultation