We partner with the leading UK firms who commit to best practice & better value fees. Try our fast and efficient smart online tool to find your perfect match.

United Kingdom
Joined April 2012
#Luxurywatches are a timeless investment classic in the #collectibles space, but they should be approached as a serious investment given the significant wealth allocation involved. findawealthmanager.com/knowl…
48
Wealth Management services are vital for individuals seeking to grow, protect, and optimise their assets. Wealth managers have two common approaches, #discretionary and #advisory services, which cater to different needs and preferences. findawealthmanager.com/knowl…
26
Divorce can represent a huge hit to your wealthmanagement plans, but you can ensure better outcomes with a pragmatic and proactive approach. Hazel Bowen, Chartered Financial Planner at @CG_Driven, explains key wealth considerations around divorce. findawealthmanager.com/knowl…
41
This month, #investment experts from our panel of wealth managers address the buffering capabilities of bonds, the prospects for India’s equity market and innovation stories beyond the US tech giants. Great, quick to grasp insights! findawealthmanager.com/knowl…
27
Currency hedging is an often neglected aspect of #wealthmanagement, but it can make all the difference to returns. Here, Simon McConnell, CFA, senior portfolio manager at Netwealth, explains how the different currency hedging techniques work: findawealthmanager.com/knowl…
25
Artificial Intelligence is likely to prove the most important investment theme of our times. Here, Colin MacKenzie, Director, Investment Management, at @ArbuthnotLatham, offers a breakdown of key AI trends all #hnwi investors should know about: findawealthmanager.com/knowl…
1
2
377
This month, #wealthmanagement experts from our panel institutions tackle the prospects for the UK equity market, the Japanese yen and heightened market volatility. Great bite-sized commentary from @brewindolphin, Ruffer and @_CharlesStanley findawealthmanager.com/knowl…
42
This month, our users are pondering paying tax on their savings and if there is room in their portfolios for passion investments; we have also heard from a number of clients who are having to find new #wealthmanagement advisers due to compliance costs: findawealthmanager.com/knowl…
22
The addition of VAT to private school fees is a scary prospect, yet with clever wealth management families can maintain their educational aspirations. Carl Green, Director, Financial Planning, at @evelynpartners, offers must-read tips to help: findawealthmanager.com/knowl…
94
Car enthusiasts should be as systematic about building their automotive portfolio as they are with their main #investmentportfolio - and that includes knowing which models to steer clear of. Harry Edworthy, Founder of Autofolio, offers an expert view: findawealthmanager.com/knowl…
25
Our latest quarterly newsletter for #hnwis. This time, we cover pension fees, how to cope with rising private school costs, handbag collecting, entrepreneur tips and the fundamentals of investing in cars like a professional. newsletter.findawealthmanage…
1
16
Predictably, fears of coming attacks on wealth through a variety of tax increases are front of mind currently and we would urge UK #hnwis to ready themselves by getting professional #wealthmanagement advice in place ASAP: findawealthmanager.com/knowl…
15
This year, almost half the world goes to the polls, so #hnwi investors should certainly develop an understanding of how elections both at home and abroad can affect their #investment portfolios. Great insights from @ArbuthnotLatham's Gabriella Macari FCSI: findawealthmanager.com/knowl…
22