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Understanding your risk profile

We all go into investing for one simple reason: to make money. However, taking on risk is the essence of investing; if there were absolutely no risk represented by an investment then why would a return be offered...

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Bespoke or model investment portfolio?

Guide to the whether a bespoke or model type of investment portfolio is right for you from your wealth manager.One of the main draws to wealth management is the prospect of getting truly personal service and...

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Becoming a wealth
management client

Wealth managers follow a number of steps at the start of a relationship to ensure things are prepared for both sides and no rules are being broken.Wealth managers are set up to serve affluent individuals who are likely to have more complex...

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Becoming a private
banking client

The triggers which mean you should perhaps step up to a private banking relationship by Dominic Gamble, former private banker and CEO and co-founder of findaWEALTHMANAGER.com.Private banks offer banking and investment services to wealthy...