Insightful, Consistent, Accountable

The wealth management group at ThinkPanmure was formed in December 2004 to serve the investment needs of high net-worth families, partnerships and non-profit organizations. Our growing team of experienced professionals represents a broad set of skills that are intensely focused on providing a consistent, high level of client-service; highest quality execution; and differentiated, client-specific solutions.

At ThinkWealth Management we offer a broad range of services to a very specific group of clients. We do not attempt to "be all things to all people", but rather provide a complete investment solution to wealthy families and their related entities.

Our services include:

Asset Allocation
Portfolio Construction
Investment Advisory Services
Consolidated Reporting
Equity and Fixed Income Trading
Hedging and Monetization of Concentrated Equity Positions
Cash Management

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ThinkTomorrow ~ Today
Private Company and Venture Capital Summit
Monday, May 12 - Wednesday, May 14
The Ritz-Carlton
Half Moon Bay, CA
» Recap