Find a Wealth Manager

Corporate Executive, Young Professional

When should a DIY investor
seek financial advice?

DIY investing is set to explode off the back of new pension freedoms, but investors need to be aware of potential pitfalls explains Wendy Spires. DIY investing is widely tipped to explode when the new pension freedoms kick in, allowing retirees to invest (or indeed spend) their savings pots as they wish rather than purchase […]

Read Article
Philanthropy

Why philanthropy is
on the mind
of wealthy investors

Wendy Spires explains why Philanthropy is more of a priority for wealthy individuals than ever, and how to give effectively. Philanthropy is on the rise worldwide, with Europe’s wealthy now almost as active as their US counterparts in the charitable giving stakes, according to new research underscoring just how important giving back is to today’s […]

Read Article
DIY Investor, Unhappy Client, Wealth Management Fees, Wealth Managers

Wealth management fees: Know the value as well as the price

Wealth management fees get a bad rap. Understand the value a good wealth manager can bring and put the fees under the microscope writes Wendy Spires. In these cost-conscious times, the issue of wealth management fees remains high on the agenda. Journalists eagerly jump on instances of what they consider to be poor value and […]

Read Article