Summary
Q. My money manager is moving to another firm and I am concerned his replacement might take time to fully understand my financial position and replicate the quality of advice and performance I have historically received. Should I stick with the firm or consider following my manager to his new company?
A. In recent weeks, clients at Adam & Company have seen the wealth management team defect to Brewin Dolphin, while back in 2008 Barclays Capital in Edinburgh also saw its wealth management team move wholesale to Williams de Broe.See the full content of this document
Extract
Q&A: Should I Stay or Should I Go?
For clients watching such changes take place, it is important to find ...
See the full content of this document
Sponsored links
