Trade Mark Journal No.2026/030 24 July 2026
UK00004415940 14 July 2026 (35,36)
FIDUCIA PARTNERS
- Class 35
- Business succession planning; business consultancy; business administration consultancy; business management consultancy services; tax planning; tax consultation; tax consulting services; philanthropy consultation relating to taxation planning; family office services in the nature of tax planning; family office services in the nature of accounting services; accounting services; accounting advisory services; vendor management services for chief financial officers; business intermediary services relating to the matching of various professionals with clients; advisory, consultancy and information services in relation to all the aforesaid.
- Class 36
- Financial services; investment management; financial services, namely, wealth management services; financial advisory and consultancy services; investment advisory services; financial planning; financial planning consultation; financial risk management consultation; financial services, namely, estate settlement services; financial trust planning; financing services; financial portfolio analysis services; providing financial services with respect to securities and other financial instruments and products, namely, money management services; financial retirement plan consulting services; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families, financial independence and cash flow planning, tax planning, risk management, estate and wealth transfer, and education planning; providing information in the field of wealth management; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information in the field of financial planning; financial advisory and consultancy services, namely, creating personalised strategies for investment and wealth management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; asset management; investment asset management; financial investment brokerage services; mutual fund planning services; individual retirement account services; strategic corporate financial advisory services; strategic financial advisory services; financial analysis and consultation; financial analysis and research services; capital investment services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial risk assessment services; investment banking services; trust services, namely, investment and trust company services; real estate investment trust services; real estate investment trust advisory services; real estate investment trust management services; real estate management services; real estate management consultation; assessment and management of real estate; real estate consultancy; real estate valuations; real estate acquisition services; real estate investment services; real estate financing services; real estate investment consultancy; real estate funds investment services; estate trust management; estate trust planning; financial trust administration; financial trust operations; philanthropic services concerning monetary donations; financial advice relating to tax; family office investment advisory services; family office investment management services; family office services in the nature of financial wealth management services; family office services in the nature of investment advisory services; trustee services; real estate trustee services; lending consultant services; advisory, consultancy and information services in relation to all the aforesaid.
Fiducia Partners Limited
Representative: Lewis Silkin LLP