Why using two wealth managers can work

Why using two wealth managers can work

Our users are sometimes left struggling to choose between two very closely matched wealth managers, but if there are good reasons for splitting your portfolio then you can indeed go with both.

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The quest for trust

The quest for trust

Christian Armbruester, Chief Investment Officer at Blu Family Office, explains six precepts that will help potential wealth management clients feel more confident about getting started. […]

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Love and money – why couples collide on managing wealth

Love and money – why couples collide on managing wealth

Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.

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Client trends March 2019:<br /> Thoughts turn to ISAs and <br/>tax-efficient investing

Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing

ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.

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The winners are in!

The winners are in!

Wealth management is a high-touch service proposition, but there are firms going far beyond expectations in how they treat clients. Learn who our “People’s Choice” winners are for 2018 and why these Awards are important.

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Have you found your perfect partner? (and what to do if you haven’t)

Have you found your perfect partner? (and what to do if you haven’t)

In an opaque market, finding the right wealth manager for your needs can be highly complex and time-consuming. Working through this series of questions will be invaluable in helping you to recognise when you’ve found “the one”.

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Client Trends February 2019:<br /> Fees and tax top of the agenda

Client Trends February 2019:
Fees and tax top of the agenda

Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.

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Five pillars of good financial planning

Five pillars of good financial planning

People tend to focus on the investments side of the wealth management equation, but a sound financial plan should really be your starting point. Everything follows from knowing what you are investing for, when you need results and what it will take to achieve your goals.

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Client Trends January 2019:<br />Investment fears running high

Client Trends January 2019:
Investment fears running high

Market volatility understandably has investors spooked, but select investment opportunities are also coming into view. A range of other financial concerns – and goals – are also driving wealthy individuals to seek advice in their droves.

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