Find a Wealth Manager

Growing Your Wealth, Investments

Don’t neglect
portfolio rebalancing

Diversification – spreading your investments among a variety of asset classes, markets and sectors – is one of the foundational principles of good investment management. Arriving at the right mix, or asset allocation, for your financial goals, time horizon and risk appetite is arguably the most important part of devising your investment strategy and is […]

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DIY investing, ETF, Exchange-Traded Funds, Over-Trading, Trackers

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: these have helped reduce costs, played a vital role in supporting and educating investors and made the rise of the DIY investor possible. Arguably, they’ve also put pressure on the […]

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Economy, General Election, Markets, Tax, UK

3 reasons to prepare your wealth for the election

Is your wealth prepared for political volatility? Here are 3 reasons to prepare your wealth for the election. The looming General Election underscores the need to have a professional wealth manager on board to help you navigate a potentially tricky investment landscape. Here are three reasons to prepare your wealth for the election, explains Lee […]

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Expert Opinion, Investment, Investments, ISA, Pension, Portfolio, Resolution

Resolutions for your wealth in 2015

Top financial resolutions you should consider as 2015 gets underway as revealed by a selection of wealth managers from findaWEALTHMANAGER.com. The start of a new year is a good time to reassess your strategy for growing and protecting your wealth – and there is a lot that individuals can do to start making their money […]

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