Brexit-proof your investments

Brexit-proof your investments

Brexit poses difficult questions for institutions operating in Europe – and the UK expats they serve – but this is no time for investors to take a “head in the sand” stance.

Read More

Ten wealth management mistakes that could cost you dearly

Ten wealth management mistakes that could cost you dearly

Avoiding these classic wealth management mistakes will help ensure you are always making the most of your financial health, rather than paying the price for a lack of proactiveness.

Read More

Need wealth advice in Scotland? <br />We’ve got you covered

Need wealth advice in Scotland?
We’ve got you covered

The wealth sector’s push into Scotland has been a big theme in recent years and a great many of the firms on our panel have one or several offices north of the border.

Read More

First-hand tips for finding a wealth manager

First-hand tips for finding a wealth manager

Choosing between prospective wealth manager can be a nuanced process, but these handy tips will help you zero in on the factors that matter most.

Read More

Beware being led into restricted advice

Beware being led into restricted advice

Lead generators have come under fire for seeming to push people towards restricted advice models, highlighting several important distinctions investors need to be aware of.

Read More

Could do better? Why it pays to regularly review your relationship

Could do better? Why it pays to regularly review your relationship

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.

Read More

Safety as standard: how wealth managers ensure security of assets

Safety as standard: how wealth managers ensure security of assets

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.

Read More

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.

Read More

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. […]

Read More