Why using two wealth managers can work
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.
Read ArticleWealth 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.
The quest for trust
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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Love and money – why couples collide on managing wealth
Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.
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Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing
ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.
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