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.
Why medics should urgently seek a wealth health check
Asset-rich but time-poor professionals have always been core business for wealth managers, but there is now more need than ever for senior healthcare professionals to take proper financial planning and investment advice.
Could do better? Why it pays to regularly review your relationship
There are a plethora of reasons why regularly reviewing your wealth management relationship is an excellent habit. Better performance, value for money and service await.