This short guide aims to explain what is the difference between a wealth manager, an investment manager and a private bank, and why you may need one.
This guide unpicks the key features of the different types of wealth manager and will help you decide which is best suited to your needs.
As with any profession, wealth management has its own jargon for clients to get a handle on. Understanding these key terms will help to empower investors, wherever they are on their wealth journey.
A good wealth manager will maximise the performance of your investments; here’s what some of the best in the industry are delivering.
Investors shouldn’t be led by labels and assume that “restricted” financial advice is an inferior option, explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com. Recent research* has […]
In a time of increased economic volatility and uncertainty, more Britons are beginning to view investment management as the one crucial component that will ensure […]
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 […]
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 […]
Advisory Investment Management is a popular choice and it is what most of the affluent individuals who come to findaWEALTHMANAGER.com are looking for. Some individuals […]