Love and money – why couples collide on managing wealth

Love and money – why couples collide on managing wealth

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.

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Have you found your perfect partner? (and what to do if you haven’t)

Have you found your perfect partner? (and what to do if you haven’t)

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”.

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Client Trends February 2019:<br /> Fees and tax top of the agenda

Client Trends February 2019:
Fees and tax top of the agenda

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.

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Client Trends January 2019:<br />Investment fears running high

Client Trends January 2019:
Investment fears running high

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.

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Risk warning:<br /> time for a robo-adviser rethink?

Risk warning:
time for a robo-adviser rethink?

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.

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Five bad financial habits to break

Five bad financial habits to break

New Year resolutions tend to focus on health goals, but your financial wellbeing could also be greatly improved by breaking a few bad habits.

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7 reasons you need <br />a (new) wealth manager

7 reasons you need
a (new) wealth manager

Affluent individuals come to findaWEALTHMANAGER.com in search of their best-matched providers for a variety of reasons, and they are as likely to be experienced clients as newcomers to professional advice. See if any of the drivers we hear most about resonate with you.

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Lay your financial fears to rest this festive season

Lay your financial fears to rest this festive season

The ending of a year and the chance for contemplation means December is the ideal time to take financial stock. Consider how your situation and aims have evolved in light of the following five ways you can make your wealth work harder in 2019.

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Women in business – a growth story for wealth managers

Women in business – a growth story for wealth managers

Why women’s wealth management needs are ever higher on firms’ agendas as economic dynamism from females takes hold.

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