Choosing A Wealth Manager

Investing

Choosing A Wealth Manager

Engaging a wealth manager based on their performance alone is a flawed approach. We talk to wealth manager Steve Davies, CEO of Javelin Wealth about the right way.

Published on 5 April 2016

Market volatility always helps to re-focus the mind of wealthy individuals and their wealth management needs. I say the word ‘help’ deliberately. All too often private clients don’t take the best action for their wealth, until they are absolutely forced to. In the meantime their wealth suffers through bad performance, high fees, poor financial advisor service amongst other things. Most of the time the best remedy is to find a great wealth manager, one who really matches your needs.

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