Finding your best wealth manager

Finding your best wealth manager

Until recently, it has been very difficult for people to compare different wealth managers, at least not without hours of online research and telephone calls. […]

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Understanding your risk-profile <br />(and why it is important)

Understanding your risk-profile
(and why it is important)

Investing is all about using money to make money, but these returns are always a reward for taking on an element of risk, however small. […]

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Why ISAs (and JISAs) are vital wealth management tools

Why ISAs (and JISAs) are vital wealth management tools

What is an ISA and how much is my allowance? In simple terms, ISAs (Individual Savings Accounts) and their Junior equivalents are tax shelters for […]

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Ten ways to defend family wealth against divorce

Ten ways to defend family wealth against divorce

When thinking about protecting a family’s wealth, it is in no way cynical to concede that divorce rates are very high globally, and increasing year […]

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What to expect from <br />wealth management fees

What to expect from
wealth management fees

Working out which wealth manager is right for you usually revolves around three inter-related considerations: fees, investment performance and service offering.

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Ten key points on performance benchmarks

Ten key points on performance benchmarks

A wealth manager can help you vastly improve your financial situation through using clever financial planning techniques to make tax savings, but most people will […]

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How to interview a wealth manager

How to interview a wealth manager

Engaging a professional wealth manager may be one of the best financial decisions you ever make. Ensuring your investments are performing optimally and that your […]

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The cost of managing your own wealth versus a professional manager

The cost of managing your own wealth versus a professional manager

In recent years it has become much easier for individuals to manage investments themselves. The growing popularity of “fund supermarket” platforms is to be welcomed: […]

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Do I need a wealth manager?

Do I need a wealth manager?

Many people think they don’t qualify for wealth management services, when in fact, they fall well within the range where professional help with their finances […]

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