Find a Wealth Manager

Ethical Investing, Philanthropy, Tax, Wealth Management

How to interview a wealth manager

Engaging a professional wealth manager may be one of the best financial decisions you ever make. Ensuring your investments are performing optimally and that your risk exposures are appropriately managed is foundational to your financial security. With a professional on board, you will be far more certain of achieving your long-term goals. When it comes […]

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impact investing

Impact investing: When the returns are more than just financial

Investing is all about putting your capital to work so that it generates attractive financial returns, but there is a growing recognition that doing well from your investments doesn’t preclude doing good through them also. What is known as impact or positive investing is rapidly gaining currency with all kinds of investors in the UK, […]

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Advisory Management, Portfolio, Wealth Management, Growing Your Wealth

What is advisory investment management?

Advisory Investment Management is a popular choice and it is what most of the affluent individuals who come to findaWEALTHMANAGER.com are looking for. Some individuals wish to retain a higher degree of control over the day-to-day management of their portfolio than they would get from a discretionary investment management relationship. Equally, some clients are already […]

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