Are you aware that most private banks are quoted companies which need to drive profits for their shareholders to sustain and increase their share price? Do you find that banks consider shareholders to be more important than clients? Do you feel you are just a number and that they cannot offer tailored advice and personal service?
Have you often wondered why private banks try to promote their own in house funds rather than the best performing funds in their respective sectors to enhance the returns on your investments? Has it ever crossed your mind that banks are often conflicted and struggle to offer holistic and unbiased advice? Are you often surprised to see that the relationship manager responsible for your investments knows less about the subject and developments in the financial markets than you do?
Are you frustrated, disappointed or saddened by the apathy and inability of banks to offer tax advice and retirement planning solutions? Are you unhappy with their excessive fees and charges? What are you doing about it?
Would you rather speak to an expert? To speak to a certified financial planner about your financial planning or retirement planning needs including investments and wealth management call Tel: +34900102374 or email enquiries@fiduciarywealth.gi
Are you just a number?
2 December 2018
