The largest wealth manager in the UK, St James’s Place, has over 4,700 advisers who look after the fortunes of more than 800,000 clients. It offers a full range of services that bring together all aspects of financial advice. These include investment management, retirement planning, tax advice, and a selection of insurance policies. Learn more https://www.theinvestorscentre.co.uk/

In addition to investing your money, they can help you with a range of other financial matters, including setting up trusts, opening and closing accounts, and dealing with inheritance tax issues. They may also be able to provide access to a wide range of tax-efficient investments, including those in the stock market and property.

Building Your Portfolio with Experts: Why Professional Guidance Matters

You can choose from a broad range of UK-based wealth managers, including traditional banks like Charles Stanley, and a number of independent wealth management firms. Some offer comprehensive services, while others focus on investment management alone. If you are thinking about working with a wealth management firm, you should always check their fees upfront and make sure they offer the type of service that is right for you.

KPMG’s Connected Enterprise for Wealth Management uses a structured process and customer journey mapping to identify opportunities, prioritise and shape digital transformation initiatives. It helps firms align front, middle and back office capabilities to execute their customer growth agenda. It also supports them in connecting with their ecosystem of business partners and third parties. This approach helps to drive a more sustainable and profitable outcome.