I’ve haven’t been happy with my current wealth manager for a while. How do I go about leaving and is it as difficult as I expect?

We often encounter dissatisfied clients who have been staying put just because they think changing will be difficult, expensive or embarrassing – but it actually […]

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My wealth manager is being sold. What will happen and should I think about moving?

The wealth management industry has undoubtedly seen a lot of M&A in recent years, and we can certainly appreciate why this might make clients feel […]

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I feel like my wealth manager could help me more, but I’m just not sure how. How do I really get the most out of the relationship?

It’s great that you are thinking along these lines. Your financial situation and needs are evolving all the time so it’s good practice to review […]

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My current wealth manager tells me they are no longer working with clients at my wealth level. What is this about and what should I do?

Unfortunately, this has become quite a common situation in recent years. Regulatory, cost and competitive pressures are forcing firms to review their businesses and focus […]

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