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.
Read ArticleWealth 101
Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.
Top questions to ask
What level of investment returns can I expect from a wealth manager?
A good wealth manager will maximise the performance of your investments; here’s what some of the best in the industry are delivering.
Read Article
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.
Read Article
Women in business – a growth story for wealth managers
Why women’s wealth management needs are ever higher on firms’ agendas as economic dynamism from females takes hold.
Read Article