Are You Looking for Better Investment Performance?

Find out what you can expect in terms of income from your consolidated investments

Are You In Need Of Better Investment Performance?

Find out what you can expect in terms of income from your consolidated investments

Find better performing investment managers...

If you have accumulated cash in excess of £50,000 and are considering your options, you are in the right place.

Cash tucked away in a savings account used to be a safe option, but with years of rock-bottom interest rates, returns from deposits are modest, at best. Combine that with the effect of inflation and your cash savings are likely reducing in value in real terms each year.

There are other options, such as buy-to-let and alternative investments, but they all need to be carefully evaluated based on your goals, life stage and risk-profile. This is where a professional wealth manager can really help. Discussing your options with a professional experienced in your type of situation will help you clarify and prioritise what’s right for you.

At findaWEALTHMANAGER.com we’ve seen all types of wealth management relationships, good and bad. We’ve seen investors struggling by on a “Do-it-Yourself” basis and often losing huge amounts of their hard-earned wealth. We’ve seen cash deposits eroded in value over time by inflation, alongside clients disappointed by expensive, underperforming wealth managers.

Navigate the minefield with expert, no-obligation assistance and let us find the best investment managers for your profile and needs.

READ THE GUIDE

Returns on investments

Ten Key Points On Performance Benchmarks

In this guide, you will learn 10 key points about the composition of benchmarks and how to read them – knowledge that will greatly inform your understanding of performance metrics and enrich your discussions with potential wealth managers.

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What To Do Now?

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More reading about your situation:

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Protection, growth and tax reduction – Your guide to the three pillars of wealth management

Managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.

Read More

Investing made simple

Investing made simple

Christian Armbruester, CIO at Blu Family Office, explains the foundational principles of investing and some of the big pitfalls to avoid.

Read More

Understanding your risk-profile <br />(and why it is important)

Understanding your risk-profile
(and why it is important)

Investing is all about using money to make money, but these returns are always a reward for taking on an element of risk, however small. […]

Read More

We give you access to a wide range of companies

We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight

  • Arbuthnot Latham Private Bank
  • Blu Family Office
  • Bordier UK
  • Brewin Dolphin – 1762
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credit Suisse Private Banking
  • Credo Wealth
  • GAM
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kleinwort Hambros
  • KW Wealth
  • LGT Vestra
  • Magus Private Wealth Limited
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Plurimi Wealth
  • Psigma Investment Management
  • Quilter Cheviot Investment Management
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS
See below

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