Client trends June 2020:
HNWIs move to get ahead in wealth stakes before things heat up
Rapid changes in the investment and fiscal landscape are prompting the affluent to get proactive across their wealth management plans before things really heat up.
Client trends May 2020:
Cash and clients in motion amid a period of reflection
Market events and the continuing uncertainty ahead have prompted more people than ever to reconsider their financial strategy, and there are a huge variety of issues on their minds.
Client trends April 2020:
Clients are fire-fighting on many financial fronts
Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.
Client trends March 2020:
Planning requests spike post-Budget;
investors ponder whether now is the time to plough in
High Net Worth Individuals are being quick to reassess their financial affairs post-Budget. They are also putting performance under the microscope as the chill investment winds stemming from the coronavirus outbreak start to really be felt.
Why more and more people are finding their perfect match online
The sheer variety of wealth managers available – and the diverse factors which will drive your eventual choice – means investors are increasingly turning to us as an objective “match-maker”.
Key investor trends: Find out what your peers are thinking
The affluent individuals who use our service tell us it is very interesting – and reassuring – to discover what their peers are thinking about […]
Investor snapshot:
Find out what your peers are thinking
Users of our service tell us it is very interesting – and reassuring – to discover what other affluent investors are thinking about when it […]
findaWEALTHMANAGER sponsored McLaren wins at the International GT open series 2016 in Estoril, Portugal
This weekend witnessed an exciting start to the International GT open series 2016 in Estoril, Portugal with the findaWEALTHMANAGER sponsored McLaren winning on day two. […]
Buying property backed by the bank of mum and dad
There are a number of ways parents can help children onto the property ladder and it is vital that they they take the right route to maintain their own financial wellbeing while offering a helping hand.
