findaWEALTHMANAGER @findaWM
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. findaWEALTHMANAGER.com United Kingdom Joined April 2012-
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In recent weeks, our #hnwi users have been wanting to talk about the pension Lifetime Allowance, contrarian invesment calls and why everyone seems to be looking to the 'GRANOLAS' for sustainable profit growth. findawealthmanager.com/knowledge/clie…
Art is one of the most enjoyable forms of tangible investment, securing a thing of beauty for potentially generations to love as well as handsome return prospects besides. #hnwis must understand the bigger picture though! findawealthmanager.com/knowledge/inve…
This month, #wealthmanagement experts from our panel review the Q1 performance of equities, while also considering the 'risks hiding in plain sight'. Great insights from @7IM_Private, @JamesHambro and @CGWM_UK findawealthmanager.com/knowledge/inve…
#hnwis who are new to #wealthmanagement are often wondering whether size matters when it comes to their choice of provider. Read on for some key insights on this important question derived from our 12 years of matching clients to #wealthmanagers findawealthmanager.com/knowledge/does…
"Check out findawealthmanager.co.uk to help with your search. It only lists firms that have been in business for at least five years and manage at least £500m in assets." Great piece in @MoneyTelegraph on finding a new #wealthmanager by Holly Thomas. telegraph.co.uk/money/investin…
In recent weeks, we have been talking a lot to #hnwis who wish to insulate their portfolios from the ramifications of political change. Many are also bringing up #bonds and #privateclient credit options including bridging loans. findawealthmanager.com/knowledge/clie…
#hnwis must tackle their psychological biases so that they don't harm their #investment returns. We interview @GregBDavies, Head of Behavioural Finance at @OxfordRiskLtd, on behavioural finance and the concept of ‘anxiety-adjusted returns'. findawealthmanager.com/knowledge/redu…
This month's #wealthmanagement experts focus on UK equities as a long-term play and argue for direct allocations to UK governmentbonds, as well as explaining why Eastern Europe may well be back in vogue again as an equities market. findawealthmanager.com/knowledge/inve…
We break down what the #springbudget's non-dom reforms mean for the almost 40,000 #hnwis living in the UK whose main residence is abroad - and those set to make their home here in the future. #wealthmanagers will surely be getting many calls this week. findawealthmanager.com/knowledge/tax-…
The #cgt rate cut on residential property seems certain to give reluctant #landlords a further push towards alternative #income producing investments. findawealthmanager.com/knowledge/clie…
The #taxyearend is looming but there is still a lot that #highnetworthindividuals can do to trim their exposure across capital gains, income and #inheritance taxes - for both this period and for the decades ahead. findawealthmanager.com/knowledge/guid…
#wealthmanagement experts from @LGTWM, @7IM_Private and @brownshipley offer insights into #techstocks, #bonds and the UK #housingmarket in this month's #Investment Bulletin. findawealthmanager.com/knowledge/inve…
Simon Hunt, Co-Founder & CEO of vehicle valuations and data company Brego, casts an expert - and #AI-enabled - eye over the #luxurycar market to identify those with the potential to really accelerate investment returns for #hnwis. findawealthmanager.com/knowledge/luxu…
The febrile political environment means that tax uncertainty rages on for our #HNWI users, but they are also getting philosophical about investment and institutional styles as they ponder their options. findawealthmanager.com/knowledge/clie…
Our #HNWI users are always interested in passion investments to help with #portfoliodiversification, enhance returns and bring additional joy to life. Continuing our series on passion assets, here are some bedrock principles for #diamond investing. findawealthmanager.com/knowledge/bedr…
Opportunity cost and risk aversion are concepts that #hnwi investors must pay sufficient attention to. Read on for a thought-provoking explainer from Colin MacKenzie FSCI, Director, Investment Management, at @ArbuthnotLatham findawealthmanager.com/knowledge/oppo…
This month, our #wealthmanagement experts consider equities opportunities, the attractions of sustainability bonds and how politics may impact on portfolios in the year ahead. Valuable insights from @CG_Driven, @Tribe_ImpactCap & @JamesHambro: findawealthmanager.com/knowledge/inve…
The #hnwi users of our #wealthmanager matching service are naturally concerned about what 2024 will bring for investors - and they don't want to go it alone. findawealthmanager.com/knowledge/clie…
The start of a new year is coming up fast, so here are some key financial milestones for #hnwis to bear in mind as they formulate their #wealthmanagement strategies for 2024. findawealthmanager.com/knowledge/weal…
This month, #wealthmanagers from our panel institutions share insights on themes as diverse as ‘friendshoring’, #artificialintelligence and anti-obesity drugs like #zepbound, #wegovy and #ozempic . findawealthmanager.com/knowledge/inve…
Moira O'Neill @MoiraONeill
9K Followers 5K Following Money & investing writer, presenter, speaker, editor | columnist @FTmoney @FTWeekend | formerly @Wincottfound award winner @IChronicleIFA Magazine @IFAMagazine
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5 Followers 15 Following Step Fourth is a private fintech firm based in Birmingham, specialising in software solutions for the UK Wealth and Investment Management markets.صالح سالمين.. @SalhBr3243
39 Followers 301 Followingiuu1itq6kq @q205532bo
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302 Followers 1K Following The Art of NFTs ⚠️👉As an artist🖌, I focus on my craft and lack expertise in crypto💰. Kindly use the provided link🔗👇 for purchases. Thank you🫂.White clover @WhiteClove95267
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844 Followers 672 Following Partner @Mishcon_de_Reya │ international tax and wealth planning solutions │ full member of STEP and ACTAPS│ Latin America │cryptoassets and blockchainEric Sturdza Investme.. @EricSturdza_Inv
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178 Followers 1K Following Our aim is to improve the life of Muslims by offering investment solutions which are aligned with their religious valuesDynam Capital @CapitalDynam
1K Followers 4K Following Top performing fund manager Investing in Vietnamese companies with a commitment to sustainability. Citywire Investment Trust of the year.The Steak & Sizzle Po.. @SteakSizzlepod
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92 Followers 386 Following Your independent and unbiased Wealth Manager comparison service. Impartial, comprehensive advice tailored to your financial and lifestyle goals.Jane Routledge @jane_routledge
38 Followers 160 Following Psychologist, gardener, gym between drinks. London and Cumbria.Abdul Shakoor @AbdulSh38545103
606 Followers 3K FollowingIndependent Check @ic_guides
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26 Followers 252 FollowingRajat Kumar @RajatKumar9950
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1K Followers 1K Following Senior Investment Manager. Stock Market Enthusiast. Click through to LinkedIn if you would like to know more!createwealthsg @harold_yeo
50 Followers 790 Following A trusted adviser on wealth management, legacy planning and corporate financeyeshwanthyc @yeshwanthyc
47 Followers 1K FollowingGet Independent Finan.. @financial_get
2K Followers 5K Following Promoting the benefits of independent financial advice, backed by IFAs across the UKPaul Lewis @paullewismoney
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33K Followers 3K Following Journalist. Presenter of R4's @MoneyBox Live (Weds, 3pm). Also found on #WakeUpToMoney, #R4Today, #GreenMoneyShow, @bbc5live. Enthusiast. Humanist.Moira O'Neill @MoiraONeill
9K Followers 5K Following Money & investing writer, presenter, speaker, editor | columnist @FTmoney @FTWeekend | formerly @Wincottfound award winner @IChronicleIFA Magazine @IFAMagazine
6K Followers 4K Following For today’s discerning financial and investment professional | Watch for updates on #IFA, #Investing, #FinancialAdvisers & #PensionsJames O'Keefe @JamesOKeefeIII
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258 Followers 79 Following Appreciating the advantages and complexities of wealth, we seek to help you with your financial needs in the short, medium and long term.Lauren Davidson @laurendavidson
6K Followers 1K Following Editor, @Telegraph website and app. Former head of Money. Member of too many family WhatsApp groups. Nora Ephron fan. Have I mentioned I lived in New York?The 50+ Show @The50PlusShow
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10K Followers 4K Following National, free and confidential helpline for older people, open 24/7: 0800 4 70 80 90. Text SILVER to 70660 to DONATE £10. RTs not endorsements.Gransnet @gransnet
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28K Followers 2K Following Follow for info on @age_uk's latest campaigns and work in Westminster. We also provide the secretariat for the #APPG for #Ageing and #OlderPeopleMature Times @MatureTimes
13K Followers 699 Following The UK's leading campaigning free newspaper for the #over50s. The voice of our generation. Send us a Tweet @MatureTimesSara Benwell @PensionsBenwell
516 Followers 53 Following Editor of Pensions Insight. This is where you can find all my work-related pensions musings! For other stuff try @sarabenwellJames Daley @jamesgddaley
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2K Followers 678 Following Award Winning Wealth Manager / 100% #ImpactInvesting / Declared #ClimateEmergency & #NetZero target / Proud @BCorpUK / Authorised and regulated by @TheFCAMorningstar.co.uk @uk_morningstar
3K Followers 2K Following Tweets from the https://t.co/drdHDbi3iJ editorial team. News, views and education on investing, retirement and economics. We are NOT Morning Star socialist newspaperBloomberg @business
9.5M Followers 80 Following The first word in business news. Newsletters: https://t.co/nWaCxHSKuU Podcasts: https://t.co/096e9xMbPzDavid Stevenson @advinvestor
3K Followers 197 Following Company Director | Columnist, Financial Times, Citywire, MoneyWeek | Editor In Chief at Altfi and ETF Stream | Helping Beginners in Successful InvestingPopular on pwmnet this week: Private View Blog: The democratisation of wealth in Europe on.ft.com/2SHeZUZ
One of my first published pieces in my new life as a freelancer - how does a banquet box from @scully_ldn compare to the real restaurant experience? @Arbuturian 🍴🍸arbuturian.com/food/restauran…
⚠️Ministers are seeking MPs’ retrospective approval on measures that allow the sharing of your health data with the police. 🤔Yesterday, I asked some reasonable questions about these measures. The Government has not yet answered them. 🗳 A vote will now take place tomorrow 👇
Delighted that Rebecca Cretney is in @findaWM's January investment bulletin. Click to read her view on the tech opportunities that Asia Pacific’s investment market offers to diversified global investors.
This month's experts dig deep into the big #investment themes #HNWIs will be following, like tech equity valuations. Appreciate the nuances with incisive comments from @NedbankPW, @7IM_Private, @kingswood_group and @ArbuthnotLatham: findawealthmanager.com/knowledge/inve…
After the turbulent events of 2020, many HNWIs may be planning to make life changes now the new year has started. John Williams suggests five easy ways to make a start by putting your finances in order. bit.ly/39b5OAx
This year’s Santa Dash in the Isle of Man was sponsored by @NedgroupInvest and as usual our team participated to help spread festive cheer around the local community. Pictured below, Nedgroup Investment’s team and our Nedbank Private Wealth santas.
Did you miss our latest weekly update? James Robertson reviews a week that was largely flat in terms of performance as the pandemic surged in the US ahead of any vaccine rollout. Click to read: bit.ly/3gtI3qi
.@findaWM sees #HNWIs having a lot more control over the #IHT bills their families face than they might think. Our own John Williams provides one of the options to mitigate inheritance tax provided by the #wealthmanagement experts. Read the story here: bit.ly/3mXoTLT
November was a good month for investors as riskier assets surged in value, led by a change in the fortunes of those parts of the market that had suffered since the pandemic hit, as Andrew Yeadon’s update explains: bit.ly/3qAw2UL
Elliott Prescott is in @CitywireWealth's magazine this week in its regular Next Gen column, which is available here bit.ly/39EMQEg (pg. 15). It highlights his views on the industry, its opportunities and challenges. Thanks @Ross_Citywire for your help here.
Useful article for investors looking to benefit financially, as well as more holistically, from climate change initiatives by @MariannaHunt5 in @MoneyTelegraph, which includes comments from Rebecca Cretney. Read it online here: bit.ly/2KJXaQG
We’re delighted to be named Best Boutique Private Bank for a second year running at the WealthBriefing MENA Awards for Excellence 2020, which were held on Monday night in Dubai. Read how much this means to us here: bit.ly/3klmuc1
Nedbank Private Wealth's Colin Campbell joins Simon White of @londonsurveyors and Marcus Dixon of @LonresComLtd to debate and take questions on London's residential property market in a webinar. Please register here: buff.ly/2FOuqUO
John Williams, head of wealth planning, joined Colin Campbell, private banker and lending adviser, to explore the changing lending landscape, the options available to high net worth borrowers and the considerations and potential pitfalls to keep in mind. buff.ly/34cSxWJ
Thanks @WendySpires1 and @findaWM for asking us to share one of our clients' experience
Clinging to cash may feel "safe" in uncertain times, but cash flow modelling can powerfully convince #HNWIs otherwise. This #wealthmanagement case study from @NedbankPW illustrates perfectly one couple's careful move into investing for the long term: findawealthmanager.com/knowledge/weal…
Head of Wealth Planning, Steve Pennington spoke to @findaWM last week to illustrate how Arbuthnot Latham works with clients to build strong relationships and develop long-term financial plans. findawealthmanager.com/knowledge/weal…
A reader recently conducted an investigation amongst wealth managers to see who came out top in approach, fees and ultimately, what his pension pot would look like under new management - we came out on top! Thanks to @Telegraph and @findaWM telegraph.co.uk/money/consumer…
This morning, staff from our Jersey office dropped off boxes of branded chocolates to the health care workers at Jersey General Hospital as a thank you for all their amazing work. #ThankYouTogether #staysafe
We are proud to partner with #MakeMyMoneyMatter, launching today, a campaign to help match the trillions of pounds invested in our UK pensions with our values to help build a better world. #PensionsWithIntention #SustainableRecovery
Our pensions are powerful. It's time to make our money matter. Today we launch our campaign - help us spread the word. Retweet now. #PensionsWithIntention