The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to innovation. Ye Olde wealth manager Wealth Management today is still as traditional as it was since the beginning. Worst it has largely become seemingly homogeneous. Ask anyone to tell […]
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People are often surprised by how good wealth managers’ regional coverage is – but this is as things should be, based on a new ranking of the UK’s most prosperous places – explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. A high-profile new study has destroyed the notion that UK wealth is centred solely on London and […]
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Andrew Butler–Cassar, Head of Private Office at Investec Wealth & Investment, explains the firm’s rapid ascent in the UK and the importance of a local wealth management presence. Can you tell us a little about Investec’s history and current presence in the UK? Investec started in the early 1970s in South Africa with just four […]
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Finding the right wealth manager for your profile and needs has never been easier – or faster – explains Lee Goggin, Co-founder of findaWEALTHMANAGER.com. Word-of-mouth recommendation is a time-honoured method of finding a wealth manager. But while affluent individuals have long been asking another professionals such as accountants or lawyers for a referral, or asking […]
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