What is the difference between a wealth manager, an investment manager & a private bank?
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.
Which service package is right for you?
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.
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.
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 […]