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.
People are often surprised by how good wealth managers’ regional coverage is – but this is as things should be, based on a new ranking of the UK’s most prosperous places – explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. A high-profile new study has destroyed the notion that UK wealth is centred solely on London and […]
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While it may be tempting to let your wealth manager run on autopilot, it is not always advisable. Ultimately, it is your wealth that’s at stake. It is down to you to monitor what your wealth manager does and make the decision to switch if necessary. Here are the key questions to ask: 1. How […]
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Andrew Butler–Cassar, Head of Private Office at Investec Wealth & Investment, explains the firm’s rapid ascent in the UK and the importance of a local wealth management presence. Can you tell us a little about Investec’s history and current presence in the UK? Investec started in the early 1970s in South Africa with just four […]
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Working out your net worth is a vital first step on the road to achieving your financial goals. You will often hear the term “high net worth individual” used in the world of wealth management to denote those who have wealth above a certain level – one that varies culturally but it is safe to […]
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