wealth management and lifestyle concierge go hand in hand

Otium Concierge provides practical and luxury lifestyle management services to the clients of your business.

By taking the hassle out of everyday life at an affordable price, we make time for your clients to enjoy the most important things in life. We put our lifestyle managers at their beck and call to complete the tasks they don't have the time or inclination to do.

From the most practical tasks, such as booking a tradesperson or doing online research for a new car, to the most luxury services, such as completing personal shopping and organising a multi destination holiday. We are here to save your clients time.

As a Wealth Manager, estate and retirement planning is an important part of the service. Many of your clients already have enough money to start enjoying life, but often have the entrepreneurial bug to keep making more. We have a a service where we can fulfill those life dreams and make the magic happen, to ensure they make the most of their downtime.

how we work

By paying for a monthly membership for your clients, they will receive;

• A dedicated Lifestyle Manager

• Access to a range of Concierge Services

• Access to exclusive events and discounts

• Personalised log in to online portal to see what’s on and raise requests

You can choose to white-label our services, including the portal and you have the option to build your own Membership Package.

Lifestyle CONCIERGE SERVICES

• Gift shopping

• Holiday booking

• Travel bookings

• Personal shopping

• Ticket reservations

• Restaurant booking

• Party and event planning

• Wedding planning

• Purchasing white goods & electricals

FAMILY AND HEALTH CONCIERGE SERVICES

• Organising schooling / education

• Researching and booking health professionals or specialists

• Researching and booking fitness gyms and / or personal trainers

• Vehicle searching, booking MOTs and services