A new advisory firm, K2 Private Wealth, has launched.
K2 claimed the launch reflects its evolution into a full-service advisory group, built to support individuals, families, and business owners in navigating every stage of their financial journey.
It said the launch combines “deep technical expertise” with a “highly personal” service model, providing independent advice across pensions, retirement planning, tax-efficient investments, and portfolio management.
K2 Wealth co-founder, Blake Anthony Reddy, said: “K2 is about clarity, independence, and tailored advice.
“Whether we’re planning a client’s retirement, or structuring tax-efficient investments, we’re here to support them with insight and integrity.”
Offering expansion
In parallel to the firm’s launch, the group has also launched K2 FX which delivers bespoke foreign exchange services to both private individuals and corporates.
The division is headed up by Joshua Bale and Jusden Halabi, partners who bring industry experience from FX companies in London.
K2 said Bale and Halabi’s expertise allows K2 FX to offer competitive rates, high-touch service, and tailored solutions for clients moving money internationally — from overseas property purchases to business currency flows.
K2 Wealth said it was positioning itself as a “fresh alternative” to traditional wealth firms.
tom.dunstan@ft.com
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