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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5 signs you need a wealth manager
You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
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