This short guide aims to explain what is the difference between a wealth manager, an investment manager and a private bank, and why you may need one.
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Achieving the right mix of asset classes will help maximise returns and minimise risk in your portfolio, making this an area where professional advice can make a huge difference.
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Wealth planning and inheritance are fraught with complexity, and there is great need for families to air issues around amounts, timings and tax as early as possible to ensure the wellbeing of all their members.
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Same-sex partnerships, adoption and surrogacy create many wealth management complexities, particularly around tax, inheritance and domicile, that all HNWIs should be aware of.
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