Why it pays to scrutinise wealth management fees

Why it pays to scrutinise wealth management fees

Wealth manager fees can feel complex to understand, let alone compare, but there is an easy process to put you the client back in control.

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Client trends May 2021:<br /> The focus is on equity investment selection, with family wealth matters front of mind too

Client trends May 2021:
The focus is on equity investment selection, with family wealth matters front of mind too

Equity selection – and investment style – are popular topics of conversation with our clients currently as media pundits advocate value strategies over growth.

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Client trends April 2021 –<br /> Investors look to top up portfolios and particularly ISAs, with the domestic market front of mind

Client trends April 2021 –
Investors look to top up portfolios and particularly ISAs, with the domestic market front of mind

Many people have significant extra cash to deploy currently and many are wisely looking to put it to work in the markets, with London-listed names front of mind.

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Client trends March 2021: <br />Chill winds from Budget freezes add to investors’ insecurities

Client trends March 2021:
Chill winds from Budget freezes add to investors’ insecurities

The Budget wasn’t as bad as many feared, but it still had important implications for affluent individuals to attend to across pensions, inheritance and other taxes – all while inflationary fears build.

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Client trends February 2021: <br />A sense of urgency builds among users on a number of wealth management fronts

Client trends February 2021:
A sense of urgency builds among users on a number of wealth management fronts

A sense that the clock is ticking on lockdown is lending real urgency to the need to get proactive about our financial affairs, and across a range of areas too.

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Client trends January 2021: <br />Proactiveness rules as we turn to a much-altered future

Client trends January 2021:
Proactiveness rules as we turn to a much-altered future

It’s difficult to say what 2021 will bring for investors (or indeed taxpayers), but it is certain that being proactive about your financial affairs will serve you well whatever the year has in store.

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First-hand tips for finding a wealth manager

First-hand tips for finding a wealth manager

Choosing between prospective wealth manager can be a nuanced process, but these handy tips will help you zero in on the factors that matter most.

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Beware being led into restricted advice

Beware being led into restricted advice

Lead generators have come under fire for seeming to push people towards restricted advice models, highlighting several important distinctions investors need to be aware of.

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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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