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.

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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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COVID-19: A crunch point for clients

COVID-19: A crunch point for clients

Crises have a way of crystallising concerns and that is certainly what we are seeing as disappointed clients flock to find more satisfactory relationships.

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Crisis communications: <br />what does good look like?

Crisis communications:
what does good look like?

A significant gap is emerging between the best and worst communicators in the wealth management space. See where your provider stands with this sample of best practices.

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Why peer group performance comparisons are crucial

Why peer group performance comparisons are crucial

Most people are drawn to professional wealth management by the promise of superior investment returns. But without peer group comparisons it can be difficult to get a true picture on performance.

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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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How did your wealth manager perform against its peers in 2019?

How did your wealth manager perform against its peers in 2019?

Most people are drawn to professional wealth management by the promise of superior investment returns. But it can be notoriously difficult for investors to find reliable figures to make comparisons from – a problem we aim to solve.

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How much risk with your investments should you take?

How much risk with your investments should you take?

Taking on the right amount of investment risk is key to achieving your financial goals, but balancing desire and need can be tricky and call for complex calculations – particularly with retirement saving.

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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.

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