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Wealth Management Survey

Occasionally we like to survey our website visitors to find out their attitudes to wealth management. Share your views for a chance to win John Lewis vouchers!

Webinar video:
Managing the risks around divorce

Register for a 30-min online session on the many risks and issues to consider when going through a divorce.

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”.