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findawealthmanager.com It isn’t easy to find the firm that’s right for you. So how do you know which firm is right for you? And then how do

You look online, read some print articles and maybe talk to friends, and the conclusion: they all appear to look and sound the same.

A great piece from Smith & Williamson explaining investment style, why the terms ‘growth’ and ‘value’ are especially imp...
17/06/2021

A great piece from Smith & Williamson explaining investment style, why the terms ‘growth’ and ‘value’ are especially important and why this all matters for investors.

The concept of growth or value stocks when investing is vitally important to understand and could have a massive impact on returns.

Any interested in mitigating the risks around should watch the replay of our recent webinar.Fascinating insights on ...
16/06/2021

Any interested in mitigating the risks around should watch the replay of our recent webinar.

Fascinating insights on risks, , and more.

The COVID-19 pandemic has had a significant impact on our lives and, for some, may have led to the breakdown of their marriage. This happens – as we have seen…

This month's experts put commercial property, UK equities and the healthcare sector under the microscope.Great insi...
11/06/2021

This month's experts put commercial property, UK equities and the healthcare sector under the microscope.

Great insights from James Hambro & Partners, Tyndall Investment Management and Partners Wealth Management.

The spotlight is on UK equities, healthcare and commercial property this month as the experts urge investors to consider risks and rewards.

With a surge in divorces expected as the country opens back up, there are lots of implications for to be aware of.Si...
09/06/2021

With a surge in divorces expected as the country opens back up, there are lots of implications for to be aware of.

Sign up for our webinar, Tuesday 15 June 1230-1315 with:

John H Williams, Head of Wealth Planning Nedbank Private Wealth International

Melissa Lesson, Barrister and Partner at Mishcon de Reya LLP; and

Lee Goggin, Co-Founder of findaWEALTHMANAGER.com

https://www.findawealthmanager.com/knowledge/managing-risks-around-divorce/

Register for a 30-min online session on the many risks and issues to consider when going through a divorce.

Protecting savings and family estates from tax are front of mind for our users currently.
07/06/2021

Protecting savings and family estates from tax are front of mind for our users currently.

Punishing tax charges on your pension and estate as a HNWI? Join our users in proactively planning to protect your wealth.

Frozen allowances mean are increasingly seeking ways to save for retirement outside of the typical pension route. Lots...
01/06/2021

Frozen allowances mean are increasingly seeking ways to save for retirement outside of the typical pension route.

Lots of ideas explained here by Mike Alford, senior wealth adviser at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man).

Despite continued tax raids pension savings, high earners can still find ample tax-efficient routes maximise their retirement savings.

This month's experts put inflationary fears into perspective, and explain opportunities in alternatives and commoditie...
14/05/2021

This month's experts put inflationary fears into perspective, and explain opportunities in alternatives and commodities which could offer both protection and the prospect of strong returns.

Exclusive insights for from Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), Investec Wealth & Investment UK and Punter Southall Wealth.

Inflation risk is top of the agenda, but investors can proactively protect their portfolios by considering commodities and infrastructure.

We caught up with Richard Atherton, Partner and Head of Sustainable Investing at Partners Wealth Management, to discuss ...
11/05/2021

We caught up with Richard Atherton, Partner and Head of Sustainable Investing at Partners Wealth Management, to discuss his firm's approach to creating customised strategies for - and how he sees this booming area of developing.

ESG investing has become wildly popular, but many don't realise the impact that doing good with our investments has on doing well financially.

Equity selection issues are preoccupying our users this month, particularly those searching for .
04/05/2021

Equity selection issues are preoccupying our users this month, particularly those searching for .

Find A Wealth Manager Ltd © 2021 - All rights reserved. Find A Wealth Manager Ltd is registered in England and Wales (No. 7812370), with registered office at Sterling House, Fulbourne Road, London, E17 4EE

Managing a personal award can be a daunting prospect, whether that be for yourself, a loved one or in a professional c...
19/03/2021

Managing a personal award can be a daunting prospect, whether that be for yourself, a loved one or in a professional capacity.

The good news is that many have special teams dedicated to this area of and .

Read this primer before speaking to the experts.

Here is a high-level guide to the daunting task of managing personal compensation, whether in a personal or professional capacity.

There is plenty being said on both the bullish and bearish sides currently. Picking a path through this investment terra...
15/03/2021

There is plenty being said on both the bullish and bearish sides currently. Picking a path through this investment terrain might feel particularly difficult for investors currently.

There are themes which will help light the way though, as experts from Smith & Williamson, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) and Punter Southall Wealth and Nedbank Private Wealth International explain.

Both bullish and bearish market sentiment abounds currently, but several themes can guide investors through this tricky investment landscape.

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