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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“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.
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