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Wealth Guide 1

Choosing the Right Wealth Manager

May. 20, 2009

There are many reasons why you could be looking for a wealth manager. Perhaps you have just come into an inheritance and are looking for a reliable wealth manager. Perhaps you are not happy with your existing banker and are looking for a change. Or, you don’t want to keep your assets in a current account any more, and need help. Most people do not have the faintest idea on how to go about this properly. In fact, most investors put more effort into finding their favourite restaurant than they do to identify the best wealth manager. A mistake that often costs millions.

This free guide gives you a set of practical, easy to implement instructions on how to chose the right wealth manager. The following important points should be borne in mind here: 

  • Analyse yourself - the first step to chose the right bank
  • Make a list of potential candidates
  • Put your candidate through the paces
  • Thoroughly analyse the investment proposal
  • Select one wealth manager, or many

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