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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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 wish to retain a higher degree of control over the day-to-day management of their portfolio than they would get from a discretionary investment management relationship. Equally, some clients are already […]
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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 make extensive use of a whole range of investment funds in their clients’ portfolios. Diversification, market access, liquidity, transparency and cost-effectiveness are all potential benefits investment funds hold out and […]
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A wealth management centre (WMC) is a hub for managing investments and structuring wealth for high and ultra high net worth individuals. They typically have a highly-sophisticated financial services offering generally, for both individuals and corporates; they also tend to engage in a lot of cross-border business, and money and clients from all over the world […]
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