At findaWEALTHMANAGER.com we try to find you the wealth manager that’s right for you. We understand perfectly well, though, that for most people this isn’t the start of the journey.
That’s because most people first need to know what a wealth manager is. Many ask us if there’s much difference between a wealth manager, an investment manager, a private bank and a financial adviser.
They then need to know why they might need one, what wealth management costs and if it’s worth it. Only then might they finally begin to ask: “Which is the right wealth manager for me?”
In this guide we explain:
- What wealth management is and what you should be paying
- The main types of wealth manager service – discretionary, advisory and execution-only
- The capabilities and specialities of wealth managers, investment managers and private banks
- Which type of wealth manager is right for your level of wealth, life-stage and financial aspirations