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.
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.
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.
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.
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.
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.
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.
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.
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. […]