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.
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.
The returning expat: prior planning and preparation is paramount
There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.
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.
A success story built on keeping things simple
Zane Hunter, Director of Private Clients Scotland, Private Client Team at 7IM, explains his firm’s proud commitment to doing the right thing for clients and the impressive growth this ethos has helped drive.
Nedbank Private Wealth:
A global, goals-based approach to managing wealth
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.
UBS: The world’s largest wealth manager explains its UK offering
Mark Goddard, Head of UK High Net Worth at UBS Wealth Management, explains how the world’s leading global wealth manager supports the development of tailored […]
Wealth advice – and inspiration – for women
Women’s wealth management needs are an increasing focus for institutions and we highlight what our panel providers are doing to improve their prospects wherever we can.
Which service package is right for you?
This guide unpicks the key features of the different types of wealth manager and will help you decide which is best suited to your needs.