Now that I'm divorced, I have to make my own financial decisions.
Frank and his wife had always taken care of property matters together. But after the divorce, Frank had to make important financial decisions on his own. Learn how we became a consultant Frank could trust.
49% of high-net-worth individuals agree with the statement, "I'm not always sure if I've made a good financial decision or not1."
The challenge
When you've always shared the pressures of wealth decisions, it can be daunting to make them alone. That's how Frank felt after his divorce. He needed someone he could rely on for advice.
The solution
We sat down with Frank and listened to him as he explained his situation to us. It became clear that there were three areas in which we could help Frank get his situation under control.
We helped him understand asset management to increase his confidence.
We discussed his long-term financial goals.
We discussed the transfer of wealth to his two children.
By working with us, Frank gained a new decision-making partner – someone he could trust to have his best interests in mind. Once we understood Frank's needs, we were able to apply our experience in wealth planning, investment management, and wealth transfer to create a customised plan. Frank has been working with us for six years now, has become a confident investor and can look to the future with confidence.
Read the full report here, which was prepared in collaboration with the Financial Times' trading department.
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- Based on research conducted by Ipsos UK on behalf of Quintet Private Bank and BlackRock between 19th August and 27th September 2024.
- Source: Bloomberg, October 2024.
- As at the end of September 2024.