Choosing Wisely: The Art of Selecting a Money Manager with Biff Matthews

Wealth creation leads to wealth management. And for many people, choosing a money manager falls outside their expertise and comfort zone. Which can lead to ill-considered choices, or a disappointing experience.

Could that explain why, according to PWC, almost half of all high-net-worth investors plan to change or add wealth managers within the next two years?

I’m talking with my friend Biff Matthews about factors to consider when hiring a new money manager, or assessing one you already have.

Biff Matthews is a retired investment industry veteran, founder of two successful private wealth firms, writer, a former corporate lawyer and Oxford University graduate.

Our conversation pulls back the curtain on the investment industry to help listeners make more informed and confident choices about who should manage their wealth.

https://www.linkedin.com/in/r-b-biff-matthews-49364731/?originalSubdomain=ca

https://www.theglobeandmail.com/investing/investment-ideas/article-why-is-it-so-hard-to-beat-index-funds/

https://en.wikipedia.org/wiki/A_Random_Walk_Down_Wall_Street

https://www.goodreads.com/book/show/110672.The_Only_Investment_Guide_You_ll_Ever_Need

https://longviewassets.com/

Serious Coin creator and host is Kelly Willis Green. Having spent a career as a marketing professional in wealth management and having come into affluence through marriage, Kelly brings both a personal and professional perspective to conversations about wealth – its complexities, privileges, opportunities and challenges.

Visit our website and stream episodes here:  ⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/serious-coin/episodes/Introducing-Serious-Coin-e1c8rmu