The “active versus passive investing” debate is one of the longest running in investment management and there is a lot to be said on both sides. Investors certainly do not have to make a binary choice between the two investment styles, however, since most wealth managers offer both options, yet some investment houses do favour […]
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In uncertain times, investors naturally seek “safe havens’. But while simply sticking to cash might seem like the safest option, in reality holding the majority of your wealth in this asset class may well be anything but. Here, experts from the findaWEALTHMANAGER.com panel explain why the savvy should really be looking at options other cash for […]
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You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
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Users of our service tell us it is very interesting – and reassuring – to discover what other affluent investors are thinking about when it comes to managing their wealth. Here, we share key investor trends from the first part of the year. The team at findaWEALTHMANAGER.com is delighted to have seen a 24% year-over-year […]
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