Find a Wealth Manager

Matching clients and wealth managers since 2014

With so many wealth management options, it can be difficult for an investor to know where to begin.

Quercus wealth will guide a client through the process of finding a wealth manager. Our strategy ensures that the investment relationship is the best option for you and will stand the test of time.

As an independent organisation, we are able to provide impartial guidance in order to find the best wealth manager to suit each individuals' needs.

The selection process is bespoke, but usually follows these steps:

1 Meeting with client

(with no obligation)

Client background and aspirations gathered into a report

2 A list of suitable wealth managers prepared

These will be selected to match each client's requirements

3 Managers submit investment proposals

These will be based on a briefing provided to each manager

4 Meetings arranged between client and managers

Summary report provided to the client after each meeting

5 Client decides which manager to appoint

Consultant informs other managers of final decision

Throughout this process you will have the investment consultant working with you and attending all manager meetings.

Post selection, Quercus Wealth can also provide an ongoing monitoring service by reviewing manager reports, attending client meetings and providing an easily accessible summary for the client.

If you would like to learn more or book a consultation with no obligation please get in touch

HOW IT WORKS

“When faced with the challenge of finding a home for our hard-earned pension money, Philippa guided us skilfully and patiently through the huge range of options. Based on her own experience as a fund manager, she understands how “The City” works and introduced us to a number of established institutions and smaller investment houses so we could get a direct sense of what would work best for us.

Philippa is very good at listening to you and it was invaluable to be able to tap into her expertise regarding the pros and cons of each investor. At the end of the process, we were in a position to make a fully-informed decision on which investment houses to choose."

— Richard Krijgsman, Company Director

Find a Wealth Manager

Matching clients and wealth managers since 2014

The selection process is bespoke, but usually follows these steps:

1

Meeting with client

2

A list of suitable wealth managers prepared

3

Managers submit investment proposals

4

Meetings arranged between client and managers

5

Client decides which manager to appoint

If you would like to learn more or book a consultation with no obligation please get in touch

HOW IT WORKS

Philippa is very good at listening to you and it was invaluable to be able to tap into her expertise regarding the pros and cons of each investor. At the end of the process, we were in a position to make a fully-informed decision on which investment houses to choose."

TESTIMONIALS