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. […]
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.
Should I Choose a Boutique or a Big Brand Wealth Manager?
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.
Finding your best wealth manager
Until recently, it has been very difficult for people to compare different wealth managers, at least not without hours of online research and telephone calls. […]
