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GUIDE

Which service package is right for you?

The term “wealth manager” is a very broad one covering many different types of institution. Some are investment managers in the purest sense, while others offer financial planning services (alone or in combination with in-house investment...

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WHAT IS WEALTH MANAGEMENT?

What is the difference between a wealth manager, an investment manager & a private bank?

At findaWEALTHMANAGER.com we try to find you the wealth manager that’s right for you. We understand perfectly well, though, that for most people this isn’t the start of the journey.That’s because most...

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WHAT IS WEALTH MANAGEMENT?

Why restricted advice isn’t necessarily inferior

Investors shouldn’t be led by labels and assume that “restricted” financial advice is an inferior option, explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com.Recent research* has shown that the majority of the UK’s biggest advisory...

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WHAT IS WEALTH MANAGEMENT?

Finding the right investment approach for you: Investing by yourself, investment advisor, or wealth manager?

In a time of increased economic volatility and uncertainty, more Britons are beginning to view investment management as the one crucial component that will ensure financial stability and a sustained standard...

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WHAT IS WEALTH MANAGEMENT?

Insurance as a
wealth management tool

Your guide to insurance and why high net worth individuals in the UK are increasingly waking up to its advantages.Life insurance may not immediately spring to mind when one is thinking about wealth management tools, but high net worth individuals...

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WHAT IS WEALTH MANAGEMENT?

How “Techy” is wealth management?

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...

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WHAT IS WEALTH MANAGEMENT?

What is advisory investment management?

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...

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WHAT IS WEALTH MANAGEMENT?

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 make extensive use of a whole range of investment...

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WHAT IS WEALTH MANAGEMENT?

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 highly-sophisticated financial services offering generally, for both individuals...