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.

Read More

Are you looking at investment performance the right way?

Are you looking at investment performance the right way?

Securing better-value fees is one of the most powerful moves you can take to make sure your wealth grows as strongly as it can, but there is still too little appreciation that net returns are the figures to pay attention to.

Read More

How the pandemic changed female perceptions of wealth planning

How the pandemic changed female perceptions of wealth planning

Women are very noticeably seeking professional advice in greater numbers now, and not before time. As this piece explains, they have very great need of it.

Read More

Brexit: What do I need to do if I am a resident in a European country?

Brexit: What do I need to do if I am a resident in a European country?

UK expats living in Europe will have a number of administrative tasks to carry out after the end of the Brexit transition period and can use this piece as part of their checklist.

Read More

Examining women’s rush <br />to wealth advice

Examining women’s rush
to wealth advice

A significant uptick in female users signals a sea-change in women’s attitudes to managing their wealth and we’re seeing providers stepping up in myriad ways to help them.

Read More

#WealthGoals: <br />Freeing up time for travel and family

#WealthGoals:
Freeing up time for travel and family

Don’t be held back by any fears you might have about investing being a labour-intensive undertaking: wealth managers implement high-impact, low-maintenance strategies as a matter of course.

Read More

2020 Vision: what the year taught us about managing wealth

2020 Vision: what the year taught us about managing wealth

2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.

Read More

Brexit-proof your investments

Brexit-proof your investments

Brexit poses difficult questions for institutions operating in Europe – and the UK expats they serve – but this is no time for investors to take a “head in the sand” stance.

Read More

#WealthGoals: Putting Socially Responsible Investing into practice (within a financial plan)

#WealthGoals: Putting Socially Responsible Investing into practice (within a financial plan)

Socially Responsible Investment doesn’t have to be an afterthought when your financial planner has suggested an investment portfolio is suitable for your current situation. Andy […]

Read More