Our insights

Explore our insights to learn everything from the basics of what a wealth manager does and the services they provide, through to industry views and more detailed investment strategies.  We aim to explain topics in a straight-talking, factual way to help you get your wealth working harder.  We know from experience that being informed and asking the right questions saves time and money. If we’ve missed your area of interest or you still have questions please contact our expert team here.

Browse our Knowledge by topic

Wealth 101

Using jargon-free terminology we explain everything you need to know about wealth management. What types of wealth managers are there and how to tell them apart.

Wealth Planning

Practical guides and articles to help with your wealth planning by life stage or current situation


Everything you need to know about investing


A comprehensive round-up of tax efficient investments and strategies to protect your wealth

Find your ideal firms

Not all firms are the same. Use our smart tool to get a short-list of firms that are right for you. Then, when you are ready, our team will introduce you.

Expert Corner

Investment views from leading wealth professionals and topical opinions on current wealth matters


Designed to answer your specific wealth questions based on current situation plus a collection of online and downloadable guides

Our latest articles