Are You An
Unhappy Client?

A bad wealth management relationship will hugely impact your wealth in the long term. Make a change

Are You An Unhappy Client?

A bad wealth management relationship will impact your wealth in the long term. Make a change.

It's easier to change wealth manager than you think...

Even if you don’t think you need to change your wealth manager, it’s important to regularly review your current relationship to make sure you are getting the level of service and investment performance you require – without paying excessive fees. It’s healthy to discover what a better partnership could do for you.

Since findaWEALTHMANAGER.com was established in 2012, the proportion of our users describing themselves as “unhappy clients” has risen year on year. Comments we receive from dissatisfied clients include a lack of innovation and ideas from their existing professional, an inability to diversify their wealth or the wealth manager’s offering remaining static whilst the investor’s needs have changed.

We understand inertia, fear of the unknown or the simple desire to avoid hassle. That’s why we are here to help – to simplify and smooth the process of finding a better solution.

Upgrading to a better wealth management relationship really can be fast and easy, and the benefits to your financial health very great indeed. You have very little to lose and a lot to gain by exploring how the leading wealth managers on our panel could help you achieve your goals faster.

READ THE GUIDE

Findawealthmanager.com - Happy clients

Time For A Change? Your Essential Guide To Changing Wealth Manager

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.

arrow down
arrow down
arrow down

What To Do Now?

Speak To Us

Looking for some independent insight in to your situation? We’re wealth management experts who have seen it all.
Book a no-nonsense, no cost, conversation with us.

Speak to us
or

Search Now

Use our award-winning ‘ManagerSearch’ right now and let us suggest which wealth managers are best for your profile.
It’s fast, no-obligation and no-cost.

Try our wealth manager search

More reading about your situation:

How to carry out <br />an investment review, <em>fast</em>

How to carry out
an investment review, fast

It’s easy to put off your investment review, but with our handy framework you can quickly understand the portfolio performance and service value you are getting.

Read More

Is your wealth manager fighting back or running scared?

Is your wealth manager fighting back or running scared?

Your wealth manager should be making a whole range of proactive moves to protect your portfolio, so read on to see if yours is making the grade

Read More

Crisis communications: <br />what does good look like?

Crisis communications:
what does good look like?

A significant gap is emerging between the best and worst communicators in the wealth management space. See where your provider stands with this sample of best practices.

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
  • Punter Southall Wealth
  • Quilter Cheviot Investment Management
  • Rothschild and Co
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Smith & Williamson
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS
See below

Receive our unique investment bulletin every month

Findawealthmanger.com newsletter
You won't find this market insight anywhere else

We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.

Sign up to receive this unique bulletin every month.

No spam. Simply one useful email per month.

Find your Perfect Partner

Find your Perfect Partner