Why all wealth managers are not alike

Why all wealth managers are not alike

Not all wealth managers are alike, and there are plenty offering robust investment performance, competitive fees and great service. It pays to review your relationship, particularly if your provider has been in the headlines.

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Getting granular on investment performance: Key questions to ask your wealth manager

Getting granular on investment performance: Key questions to ask your wealth manager

You pay a wealth manager to maximise your investment returns and so you should never put up with disappointing performance for any significant period of time. Ask these questions to get a better overview of how your investments are doing.

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