Invest for family and friends

Managing investments takes time.

Trust is an important part of wealth management. Finding a professional to act in your interests can be challenging given the way incentives are typically structured.

If you have the skills and interest, why not help family and friends by looking after a portion of their assets? You will be helping them to diversify their investments and reduce the hassle of looking after them.

You can negotiate your own compensation. It might be an annual fee based on a percentage of funds under management, a share of any profits you make above an agreed benchmark, or use of their holiday house.

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