Peregrine Wealth

Company profile

Peregrine Wealth company profile

Peregrine Wealth provides wealth and investment services for private clients, families, trustees, charities, and corporate entities. The firm offers discretionary portfolio management and advisory mandates across global equities, fixed income, funds, and cash. Investment solutions include bespoke portfolios and model strategies aligned to risk profiles and objectives. The business also provides execution-only dealing, custody, and consolidated reporting to support governance needs. Additional services include savings and retirement planning coordination with professional advisers. Client engagement covers risk management, ongoing monitoring, and periodic reviews to keep portfolios aligned with mandates.