Investor snapshot:<br>Find out what your peers are thinking

Investor snapshot:
Find out what your peers are thinking

Users of our service tell us it is very interesting – and reassuring – to discover what other affluent investors are thinking about when it […]

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

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 […]

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IFA or wealth manager? <br>Why it pays to upgrade

IFA or wealth manager?
Why it pays to upgrade

Analogies can be very helpful in clarifying our thinking on complex subjects like managing wealth. If you are wondering whether you should upgrade from an […]

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Our top 5 financial planning firms

Our top 5 financial planning firms

Although not all the institutions on the findaWEALTHMANAGER.com panel offer financial planning (around 40% prefer to focus purely on investment management) these services are vitally […]

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3 quick ways to change your wealth manager

3 quick ways to change your wealth manager

‘A change is as good as a rest’, the old saying goes. It’s true in every aspect of your life, but especially when it comes […]

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A smart solution to wealth management: Inside findaWEALTHMANAGER.com

A smart solution to wealth management: Inside findaWEALTHMANAGER.com

The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that […]

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Women & Wealth <br>management: <br> Is money still taboo?

Women & Wealth
management:
Is money still taboo?

Women have made tremendous progress in the last fifty years, but there is still one topic that many still consider taboo: money. Thou shall not […]

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Women and the changing<br>financial landscape

Women and the changing
financial landscape

I wrote an article about the growth of the “She-Economy” and as such why women and financial life planning is such an important part of […]

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Wealth management fees: Know the value as well as the price

Wealth management fees: Know the value as well as the price

Wealth management fees get a bad rap. Understand the value a good wealth manager can bring and put the fees under the microscope writes Wendy […]

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