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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It can be very helpful when a wealth manager describes their ethos and approach in their own words, explains Wendy Spires, Director of Content and Research. Thousands of affluent individuals visit findaWEALTHMANAGER.com each month for a fast and free way to find the right wealth manager for their precise profile and needs. While there is […]
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