Complimentary wealth planning guide
What’s the differences between discretionary, advisory and execution-only investment management services? There are a huge variety of wealth managers to choose from, and it is vital to make the right choice.
In this guide, we provide a succinct explanation of the industry to help guide you towards the wealth manager that is right for your unique situation and needs. The key issues we explain include:
- How to choose the right service for your needs – discretionary, advisory or execution-only?
- Why a high-profile brand isn’t everything – big brands vs boutiques
- Which questions you should ask prospective wealth managers when weighing them up
