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.
Which service package is right for you?
The term “wealth manager” is a very broad one covering many different types of institution. Some are investment managers in the purest sense, while others […]
What is the difference between a wealth manager, an investment manager & a private bank?
At findaWEALTHMANAGER.com we try to find you the wealth manager that’s right for you. We understand perfectly well, though, that for most people this isn’t […]
Why restricted advice isn’t necessarily inferior
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 […]
Finding the right investment approach for you: Investing by yourself, investment advisor, or wealth manager?
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 […]
Insurance as a
wealth management tool
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 […]
How “Techy” is wealth management?
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 […]
What is advisory investment management?
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 […]
How wealth managers select investment funds
Wealth managers fund selection is an important part of what they offer clients. This guide explains their typical process to select funds. Wealth managers generally […]
