Professional wealth management serves an important role for your well-being by growing or protecting what you have, and helping you plan for the future.
So how do you know which company is right for you? And then how do you find the professional best suited to serving you, based on your own specific needs within that firm? You look online, read some print articles and maybe talk to friends, and the conclusion: they all appear to look and sound the same.
As both a private banker and a client, our founders saw various challenges for those seeking a wealth manager: opaque information and inflated fees. So in 2012 they decided to give up their day jobs and launch findaWEALTHMANAGER.com.
Our mission is to provide investors with an objective, fast and free method of finding the right wealth manager based on their own specific needs – while also giving wealth management firms a more cost-effective way to find new clients. We represent over 30 firms, including investment managers and private banks, all with a common theme: a commitment to provide best practice and better-value fees.
In 2020, we became part of the 7IM group. We remain completely impartial, and serve you results based on the best match for your situation.
Company Details
- Employees
- 47
- Founded
- -
- Address
- Alpha House, 100 Borough High Street, London Se1 1lb, London,london,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://lnkd.in/eFMRzp9p
- Keywords
- london.
- HQ
- london, london
- Competitors
- LGT Wealth Management, Barclays Wealth Management, Wealth Matters, Elevation Wealth Management, Gallimore Wealth Management LLP, Multi Family Office International - Morgan & Mallet, Fiducia Wealth Management Limited, Vintage Wealth Management Limited, Wealth Management Partners, AAG Wealth Management.
Wealth Management Questions
Wealth Management's website is https://lnkd.in/eFMRzp9p
Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/wealth-managementprp
Wealth Management has
47 employees.
View email and phone details for 47
employees at Wealth Management.
Wealth Management's industry is
Financial Services
Wealth Management's top competitors are
Lgt Wealth Management,
Barclays Wealth Management,
Wealth Matters,
Elevation Wealth Management,
Gallimore Wealth Management Llp,
Multi Family Office International - Morgan & Mallet,
Fiducia Wealth Management Limited,
Vintage Wealth Management Limited,
Wealth Management Partners,
Aag Wealth Management.
Wealth Management's categories are Financial Services
Wealth Management's founding year is 2006
