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FIND & COMPARE WEALTH MANAGERS

Should I Choose a Boutique or a Big Brand Wealth Manager?

Introduction Many different types of institution come under the umbrella term “wealth manager” and there are many different flavours of firm within each sub-category. Making a choice is far easier, however, when you...

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GUIDE

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. The laborious nature of this task has meant wealth managers are often just selected...

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FIND & COMPARE WEALTH MANAGERS

The wealthiest places in the UK 2017

London remains the UK’s wealthiest city, but several regional powerhouses are showing very impressive growth indeed. Read on to discover where the most prosperous – and fast-growing – places in...

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FIND & COMPARE WEALTH MANAGERS

How do I compare wealth management firms?

Selecting the right wealth manager is a very important decision.A good choice results in financial security and long-term peace of mind. A mistake might mean impaired investment performance, higher levels of financial anxiety, unnecessary...

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FIND & COMPARE WEALTH MANAGERS

A smart solution to wealth management: Inside findaWEALTHMANAGER.com

The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to...

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FIND & COMPARE WEALTH MANAGERS

The UK’s most prosperous places – and the wealth managers serving them

People are often surprised by how good wealth managers’ regional coverage is – but this is as things should be, based on a new ranking of the UK’s most prosperous places – explains Lee Goggin, co-founder of findaWEALTHMANAGER.com.A...

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FIND & COMPARE WEALTH MANAGERS

Why a local presence matters in wealth management

Andrew Butler–Cassar, Head of Private Office at Investec Wealth & Investment, explains the firm’s rapid ascent in the UK and the importance of a local wealth management presence.Can you tell us a little about Investec’s history...

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FIND & COMPARE WEALTH MANAGERS

How to find a wealth manager

Finding the right wealth manager for your profile and needs has never been easier – or faster – explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com.Word-of-mouth recommendation is a time-honoured method of finding a wealth manager....

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FIND & COMPARE WEALTH MANAGERS

Sourcing a wealth manager the smart way

It can be very helpful when a wealth manager describes their ethos and approach in their own words, explains Wendy Spires, Director of Content and Research.Thousands of affluent individuals visit findaWEALTHMANAGER.com each month for a fast...