Professional wealth management serves an important role for your well-being by growing or protecting what you have, and helping you plan for the future.
So how do you know which company is right for you? And then how do you find the professional best suited to serving you, based on your own specific needs within that firm? You look online, read some print articles and maybe talk to friends, and the conclusion: they all appear to look and sound the same.
As both a private banker and a client, our founders saw various challenges for those seeking a wealth manager: opaque information and inflated fees. So in 2012 they decided to give up their day jobs and launch findaWEALTHMANAGER.com.
Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs – while also giving wealth management firms a more cost-effective way to find new clients. We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.
In 2020, we became part of the 7IM group. We remain completely impartial, and serve you results based on the best match for your situation.
We objectively and impartially assess which firms are best suited for you, based on your specific situation.
We dramatically reduce the time it takes you to find a wealth manager. From long days, to just minutes.
Your fees could be lower because you can place companies in competition for your business, driving down your cost.
Lee's career in investment banking spanned over 25 years in London and Asia before he decided to put his experience as a private client to use as co-founder of findaWEALTHMANAGER.com.
Lara joined our team in 2013. She is a UK wealth management industry expert and leads our client relations team, navigating our users on a daily basis through the confusing world of wealth management.