Guide to private company investing

Guide to private company investing

Private company investing holds out powerful diversification benefits and can really boost investment returns. It is also more accessible than might be assumed.

Read More

Solving Complex Wealth Management Needs: A Short A-Z Guide

Solving Complex Wealth Management Needs: A Short A-Z Guide

Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – […]

Read More

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.

Read More

Self-invested personal pensions (SIPPs) – A quick guide

Self-invested personal pensions (SIPPs) – A quick guide

This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.

Read More

Investing made simple

Investing made simple

Christian Armbruester, CIO at Blu Family Office, explains the foundational principles of investing and some of the big pitfalls to avoid.

Read More

Your essential guide to managing your health and wealth

Your essential guide to managing your health and wealth

Wealth and health areas are often viewed as two separate entities. Yet they are actually closely intertwined. There is an inextricable link between your physical […]

Read More

Get rich slowly, don’t get poor quickly – Tips for building wealth over the long term

Get rich slowly, don’t get poor quickly – Tips for building wealth over the long term

Introduction “Get rich quick” schemes have a poor reputation, as they should do, because building substantial wealth is a long-term endeavour. It is an eminently […]

Read More

Time for a change? Your essential guide to changing wealth manager

Time for a change? Your essential guide to changing wealth manager

We consistently find that a significant proportion of the affluent individuals coming to findaWEALTHMANAGER.com are unhappy clients seeking alternatives – with such enquiries accounting for […]

Read More

Which service package is right for you?

Which service package is right for you?

The term “wealth manager” is a very broad one covering many different types of institution. Some are investment managers in the purest sense, while others […]

Read More