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.

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.

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.

Robo-advisers, automated, algorithmic engines delivering investment recommendations are becoming increasingly popular. But there is more than just low costs for investors to consider: there are serious limitations on the risk front that might be a cause for concern.

New Year resolutions tend to focus on health goals, but your financial wellbeing could also be greatly improved by breaking a few bad habits.

Working out which wealth manager is right for you usually revolves around three inter-related considerations: fees, investment performance and service offering.

Selecting the right wealth manager is a very important decision. A good choice results in financial security and long-term peace of mind. A mistake might […]

Most of us have switched banks many times in our lives. Some of us will even do it every six months to chase the latest […]

Do you dread seeing your wealth manager? Has your relationship been deteriorating for a while, but you don’t know if it’s time to say goodbye? […]