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.
Women have made tremendous progress in the last fifty years, but there is still one topic that many still consider taboo: money. Thou shall not speak of money Compared to men, women remain far more reluctant to talk about their finances. This inaction not only undermines their investment and savings potential, but it could trigger […]
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From the CEO’s Desk is a monthly series, sharing thoughts on relevant issues, challenges, events, questions, and experiences impacting investors today. The worst question I received As a former wealth manager I remember one of the worst (but very common) question prospective clients ever asked me at the beginning was about investment performance: How much will you make me? […]
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There is a perception, perhaps unjust, that the industry is opaque and expensive. As a result, wealth managers are preparing for the Financial Conduct Authority’s study into the fees levied on investors by the asset management industry, due to start in early 2016. However, Lee Goggin, co-founder of findaWEALTHMANAGER.com, refutes that notion saying: “Improved fee transparency […]
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High net worth individuals (HNWs) are increasingly global. Business interests abroad, to investments, future planning, family, tax planning, and international property investment, are all commonalities amongst HNWs. Home country tax and legal complexity unsuited to the individual’s situation is another common denominator. As a result, a HNW’s financial horizon clearly extends well beyond ‘home’ country borders. […]
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