Tag: Wealth Wizards

Financial adviser Wealth Wizards has continued its mission of improving financial wellbeing in the UK with the launch of its Master Trusts solution.

Financial advisor Wealth Wizards has launched Turo Wellbeing, which gives advice firms, life assurers, banks and building societies the tools to help customers improve their financial wellbeing.

Wealth managers typically focus on older people, as that is where the money is. However, young investors hold the wealth of tomorrow and capturing them early will stop them going elsewhere.

Robo-advisors helping users manage their wealth to services that banks reserve for higher-value customers are attracting considerable interest from investors and financial institutions.