Private Client Adviser Guide

About Guide

Bespoke Finance Solutions for the Private Client Adviser

As a private client adviser, you’re expected to deliver exceptional, bespoke financial solutions to high-net-worth individuals (HNWIs) with complex needs. Often, these clients require access to specialist debt or liquidity options that fall outside your core service offering. That’s where Enness can support you. We act as your expert finance partner, helping you source and negotiate market-leading finance across jurisdictions and asset classes.

Whether your client is looking to finance UK or international property, raise capital against a securities portfolio, fund the purchase of a luxury asset, or unlock liquidity through crypto assets, Enness can structure tailored solutions that meet even the most intricate requirements. The more complex your client's background or goals, the more value we add.

We work with private client advisers from a range of professional environments, including private banks, IFAs and wealth managers, single or multi-family offices, trustees, fiduciary professionals, accountants, and legal advisers. Our collaborative, discreet approach means we operate as an extension of your team—enhancing the advice you offer and helping you secure and retain client relationships.

This guide explains how we work with private client advisers, the finance types we broker—including property finance, bridging loans, securities lending, crypto finance, and corporate funding—and showcases case studies that demonstrate how we’ve delivered value for our professional partners.

By working with Enness, you can offer a broader range of services to your clients, enhance your professional standing, and grow your book through successful outcomes. Our solutions are tailored, fast, and efficient—and always aligned with your goals and your client’s best interests.