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Complimentary wealth planning guide

What’s the differences between discretionary, advisory and execution-only investment management services? There are a huge variety of wealth managers to choose from, and it is vital to make the right choice.

In this guide, we provide a succinct explanation of the industry to help guide you towards the wealth manager that is right for your unique situation and needs. The key issues we explain include:

  • How to choose the right service for your needs – discretionary, advisory or execution-only?
  • Why a high-profile brand isn’t everything – big brands vs boutiques
  • Which questions you should ask prospective wealth managers when weighing them up