Navigating Your Wealth
Navigating Your Wealth.
Made Simple.
We’ll find your best Private Banks and Investment Managers independently, factually and in just 3 minutes.
Is money on your mind?
We help people thinking about these wealth issues
We give you access to a wide range of companies
We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight
The UK's no.1 wealth manager search website
Since 2012 we have helped over 5,000 people find better investment and financial expertise for their wealth
Find solutions for:
£100,000
accounts and up Whether your account size is £100,000 or £100million, we match you to the most appropriate wealth managers for your profile.
Our service takes:
3
minutes to complete Our ManagerSearch let's you navigate the confusing wealth management industry to find your best options in minutes.
Helping over:
10,000
happy clients Since 2012 we have helped over 10,000 people find better professional investment and financial expertise for their wealth.
Highly rated:
by our users Our client service team has over 50 years of wealth management experience and is rated 5* on Trustpilot reviews.
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Latest investment bulletin
APRIL 2019
Investment Bulletin:
April 2019
Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.
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Latest question & answers
Do I really need a local wealth manager?
Anonymous, 46, Business Owner | Asked on Apr, 3
My current wealth manager tells me they are no longer working with clients at my wealth level. What is this about and what should I do?
M. F., 56, Company Director | Asked on Mar, 15
Latest articles
Why it’s time to upgrade from your IFA
Many people stick with an IFA they’ve outgrown for years, but there are a range of compelling reasons to upgrade to a full-service wealth manager.
Investment Bulletin:
April 2019
Eurozone concerns continue while the world looks to signals from the US economy to determine whether recession or merely consolidation is the likelier scenario looking ahead.
Spring cleaning your portfolio
The urge to spring clean should also apply to your investment portfolio and reviewing it with a professional wealth manager should be undertaken at least once a year.
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