Does anyone have any good recommendations for a good Wealth Manager or a bank that provides good Wealth Management? Thanks so much x
Most big banks offer it but Julius Baer or Mirabaud
It gets a bad rap in the press, but I’ve only got good things to say about St James’ Place.
I used to be with St James’ Place but they charge high fees and the service has declined, so I went to Quilter. But am now considering Hargreaves Lansdown - lower fees.
Not advice by any means, but my experience with this sort of thing is you get what you pay for. Personally, Hargreaves is too much of a supermarket gamble and the advice isn’t nearly as personalised.
Depends what services you require. Happy to point you in the right direction if helpful. Lottie
Rowan Darlington and Delaunay Wealth. Both really easy to deal with and a service that feels personal and tailored to you.