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.

Read More

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.

Read More

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.

Read More

Client Trends December 2019: <br/>HNWIs are minding the fee gap, but the value of advice <br/>continues to come to the fore

Client Trends December 2019:
HNWIs are minding the fee gap, but the value of advice
continues to come to the fore

The spotlight is once again on fee variation, spiking interest in comparing providers among HNWIs.

Read More

The wealth management year <br/>in review

The wealth management year
in review

2019 has been an eventful year on the wealth management front, with numerous changes affecting financial planning for HNWIs to contend with, alongside a tumultuous investment environment.

Read More

The money move you must make before the year ends

The money move you must make before the year ends

People tend to focus on performance without fully appreciating that small differences in investment costs also make a massive impact on your wealth. Here is one investment health check you must perform as soon as you can.

Read More

Don’t let exit fee fears <br />hold you back

Don’t let exit fee fears
hold you back

Press coverage may have created the impression that exit fees are the norm in the wealth management sector, but nothing could be further from the case, so don’t let misplaced fears hold you back from starting or upgrading an advisory relationship.

Read More

Client trends August 2019: <br/>HNWIs get proactive on savings, pensions and fees

Client trends August 2019:
HNWIs get proactive on savings, pensions and fees

Derisory savings rates, the threat of pension scams – or gender-based shortfalls – along with excessive investment management fees are all hot topics as the mercury rises this August.

Read More

Client trends July 2019: Wealth worries worsen as summer heats up

Client trends July 2019: Wealth worries worsen as summer heats up

From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.

Read More