There are a plethora of reasons why regularly reviewing your wealth management relationship is an excellent habit. Better performance, value for money and service await.
Safety of assets should be your top concern when choosing a wealth manager, making it essential to understand how they use custodians and nominee accounts and the costs this will naturally incur.
Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.