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 […]

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 […]

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 […]

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.

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

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