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.
Wealth management is about long-term relationships, but clients should know the time for a change if they aren’t 100% happy explains Wendy Spires. A large proportion of the affluent individuals who visit findaWEALTHMANAGER.com are looking for professional wealth management advice for the first time. Others, however, currently have a wealth manager and are looking at […]
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Your guide to insurance and why high net worth individuals in the UK are increasingly waking up to its advantages. Life insurance may not immediately spring to mind when one is thinking about wealth management tools, but high net worth individuals in the UK (and internationally) are increasingly waking up to its advantages. Life insurance […]
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DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. DIY investing is widely tipped to explode when the new pension freedoms kick in, allowing retirees to invest (or indeed spend) their savings pots as they wish rather than purchase […]
Read Article Wendy Spires explains just how techy wealth management is and why financial institutions are investing more in technology and what it means for you. Like every other every area of life, the financial services sector is becoming increasingly technology-oriented, with clients engaging with institutions via a host of new channels and innovations coming thick and […]
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