The best wealth managers for high-net-worth individuals go beyond simply handling a client’s investments
For high-net-worth individuals, a wealth manager can help to organise one’s financial affairs and maximise the efficiency of their investments. The most effective wealth managers for HNWs will go beyond simply handling a client’s investments, helping to develop a broader wealth strategy tailored to their individual needs and financial situation. Wealth managers can also support clients around estate, succession and tax planning, as well as wealth structuring.
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Research
Research starts - 24 February 2025
Submission deadline - 31 March 2025
Rankings published - 28 May 2025