Clients’ wealth management needs change radically throughout their lives, but advisers stand ready to help affluent individuals whatever challenges face them at each life stage.
Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.
In an opaque market, finding the right wealth manager for your needs can be highly complex and time-consuming. Working through this series of questions will be invaluable in helping you to recognise when you’ve found “the one”.
Financial planning has come to the fore amid an uncertain investment environment. A range of financial concerns – and goals – are also driving wealthy individuals to seek advice on tax and pensions in particular.
Market volatility understandably has investors spooked, but select investment opportunities are also coming into view. A range of other financial concerns – and goals – are also driving wealthy individuals to seek advice in their droves.
Robo-advisers, automated, algorithmic engines delivering investment recommendations are becoming increasingly popular. But there is more than just low costs for investors to consider: there are serious limitations on the risk front that might be a cause for concern.