Jargon buster:
Key wealth management terms
explained
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.
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 […]
