I think it’s time for a change
Don’t let unfounded fears keep you from getting a wealth manager who will really work for you.
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COVID-19: A crunch point for clients
Crises have a way of crystallising concerns and that is certainly what we are seeing as disappointed clients flock to find more satisfactory relationships.
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Should I Choose a Boutique or a Big Brand Wealth Manager?
Boutique or big brand is a key question in your search for a wealth manager. Weigh up the the factors that might sway you with this handy tour of the issues.
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Time for a change? Your essential guide to changing wealth manager
We consistently find that a significant proportion of the affluent individuals coming to findaWEALTHMANAGER.com are unhappy clients seeking alternatives – with such enquiries accounting for a fifth or more of our users at times. Spikes often occur when a big merger of firms comes about making them feel uneasy, or when market events makes investors […]
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