The wealth sector’s push into Scotland has been a big theme in recent years and a great many of the firms on our panel have one or several offices north of the border.
Safeguarding our physical health is naturally top priority, but once all possible steps have been taken here, it might be time to redirect attention to your financial health and turn any additional time to good account.
The younger generations have serious debt problems, which may make the older, better-off ones feel obliged to help. But any debt rescue must be weighed up carefully for the risk of derailing your own financial plans.
Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.
Owners of family businesses are often very much in need of holistic wealth management advice, to ensure that their wealth works as hard as it can throughout their entrepreneurial journey.
Pension dilemmas often bring clients through wealth managers’ doors, but these invariably uncover other areas in need of investments and financial planning.
Increasingly automated decision-making is shutting many High Net Worth Individuals out of traditional borrowing routes, and opening the way for wealth managers to step into the breach with their very much more personal approach.
Nedbank Private Wealth has an international footprint as interesting as its illustrious heritage, and the firm continues to be set-up as both a private bank and trust company to present a true one-stop-shop for managing wealth globally.