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Our aim is to help you navigate through the jargon and hear-say to get to the service providers who best serve your needs, quickly and efficiently.
Before you go to the next stage of discussing your requirements with us, have a read of our free downloadable guide about interviewing wealth managers.
This guide will start to highlight some of the subtleties around what the companies offer, and more importantly how you can use that information to your advantage.
We understand inertia, fear of the unknown or a simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution. We look forward to talking with you.
Lee Goggin
Co-Founder
How To Interview A Wealth Manager
This guide outlines how to interview prospective wealth managers so you can quickly find out everything you need to know and make truly meaningful comparisons between providers.
Client trends: May 2024
This month, our users are expressing interest in diversifying away from US tech stocks, and perhaps making highly contrarian investment calls. As ever these days, the financial ramifications of politics are also front of their minds – this time as regards pensions.
Read ArticleClient trends: April 2024
Our users are urgently turning to wealth managers to get ahead of what 2024’s political earthquakes could do to their portfolios, as well as thinking about private client credit options and how to get the most intelligent bonds exposures possible.
Read ArticleReduce the Behavioural Costs of Being Human
There is great danger in paying insufficient attention to behavioural finance and ‘anxiety-adjusted returns’, argues Greg B. Davies, Head of Behavioural Finance at Oxford Risk.
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Tagged Behavioural biasBehavioural FinanceInvestingWealthWealth managers