Safety of assets should be your top concern when choosing a wealth manager, making it essential to understand how they use custodians and nominee accounts and the costs this will naturally incur.
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Our users are sometimes left struggling to choose between two very closely matched wealth managers, but if there are good reasons for splitting your portfolio then you can indeed go with both.
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Christian Armbruester, Chief Investment Officer at Blu Family Office, explains six precepts that will help potential wealth management clients feel more confident about getting started. When it comes to our money, it really does become very serious. For most of us, that which we have been able to put aside in a lifetime of labour, […]
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Wealth management is a high-touch service proposition, but there are firms going far beyond expectations in how they treat clients. Learn who our “People’s Choice” winners are for 2018 and why these Awards are important.
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