How to find a wealth manager

How to find a wealth manager

Finding the right wealth manager for your profile and needs has never been easier – or faster – explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com. Word-of-mouth […]

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Sourcing a wealth manager the smart way

Sourcing a wealth manager the smart way

It can be very helpful when a wealth manager describes their ethos and approach in their own words, explains Wendy Spires, Director of Content and […]

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How to interview a wealth manager

How to interview a wealth manager

Engaging a professional wealth manager may be one of the best financial decisions you ever make. Ensuring your investments are performing optimally and that your […]

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The reputation of a wealth manager counts, but brand isn’t everything

The reputation of a wealth manager counts, but brand isn’t everything

A well-known brand can help generate trust, yet the prevalence of very well-respected and yet low-profile wealth managers illustrates why this shouldn’t be your only consideration.

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Top questions to ask <br>potential wealth managers

Top questions to ask
potential wealth managers

Knowing which questions to ask potential wealth managers will ensure you find the right fit and that you can make more meaningful comparisons.

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Choosing a wealth manager

Choosing a wealth manager

Choosing the right wealth manager for your profile and needs is crucial. Here, we explain the factors that might inform your choice.

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