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 […]
Global wealth management centres at a glance
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 […]
Wealth manager fees –
what does “ad valorem” mean?
“Ad valorem” is a phrase you may often hear in relation to wealth management fees, so here we explain what the term means in the context of costs generally.
Private bank services
at a glance
Private banks can offer a wide range of services, such as mortgages and specialist loans, which might make becoming a client an excellent choice.
What are boutique wealth managers?
The tailored services boutique wealth managers often offer can make them an attractive choice for clients with specialised needs – or those who favour a smaller-scale approach.
The differences between discretionary, advisory and execution-only investment management
Here, we explain the key differences between discretionary, advisory and execution-only investment management services, and the cost implications of your choice.
