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 Spires. In these cost-conscious times, the issue of wealth management fees remains high on the agenda. Journalists eagerly jump on instances of what they consider to be poor value and […]
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A well-known brand can help generate trust, yet the prevalence of very well-respected and yet low-profile wealth managers illustrates why this shouldn’t be your only consideration.
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There are many perfectly legitimate ways for affluent individuals to reduce their tax bills and it is in fact the case that reducing tax can play as important a role in building wealth as achieving investment returns.
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Execution-only investing sees self-directed investors “making the calls” and many wealth managers are happy to help sophisticated investors who don’t feel the need for personal advice.
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