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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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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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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Risk warning:<br /> time for a robo-adviser rethink?

Risk warning:
time for a robo-adviser rethink?

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.

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Five bad financial habits to break

Five bad financial habits to break

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

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What to expect from <br />wealth management fees

What to expect from
wealth management fees

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

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How do I compare wealth management firms?

How do I compare wealth management firms?

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 […]

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Is it really possible to save £15,000 per year in wealth management fees?

Is it really possible to save £15,000 per year in wealth management fees?

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 […]

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Three signs it’s time to drop your wealth manager

Three signs it’s time to drop your wealth manager

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? […]

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