Introduction

Investors often stay with a wealth manager they are not absolutely happy with because they fear making a change will spell hassle or additional expense.

We bust the biggest misconceptions about changing wealth manager and explain why finding a better fit is easier than you might think.


In this guide you will learn

 When and why you should consider changing wealth manager;

 What the process of changing provider might look like;

 Why changing may be easier and quicker than you might think