Why I Set Up Mangu Wealth Management

Responsible Investment

I also found that more and more people were questioning where their money was being invested and were increasingly concerned that their wealth was being invested in ways that had a negative impact on the planet.

I believe that those companies that take into account Environmental, Social and Governance (ESG) factors will outperform those that don’t; that respecting the environment, treating employees well and having good governance in place will mean lower cost of capital and increased profitability.

We therefore work with fund managers and investment providers to ensure that your wealth is invested responsibly.

Teamwork

The success of a company is not down to a single individual but rather the team they have around them and the values they share.

I want to attract the best people, work in the best environment and to have fun.

Our mission to help and serve our clients also expands to our own lives, our families and our communities.

The question I get asked frequently is, ‘why set up Mangu Wealth Management?’

The answer doesn’t involve a light-bulb moment or a flash of inspiration, just a growing sense that ‘business as usual’ wasn’t the way forward.

The Power of Lifestyle Financial Planning

Over the last few years, more and more people I came into contact with were questioning their relationship with money and whether their wealth was enabling them to live the lifestyle they wanted.

I believe that money is a means to an end - in other words it can provide the flexibility to do the things you’ve always wanted to do; it can provide reassurance that you have sufficient money to be comfortable for the rest of your life; it can provide satisfaction knowing that you can give your children the best start in life, whether that be through education or help with buying a property.

Most financial advisers, however, don’t discuss these things with their clients, instead they focus on the policies and investments from which they can take a fee.

Fair and Transparent Fees

More and more people were questioning the fees that they were paying and the level of service they were receiving. The fees were often complex and opaque and were not commensurate with the level of service being delivered.

We charge a fixed fee for the work that we do for our clients which reflects the complexity and the time taken to do the work. We believe that this is fair, transparent and in the best interests of our clients. 

Client Service

Many people I spoke with were feeling overwhelmed by their wealth and wanted to either simplify their financial affairs or at the very least hand over the management of their wealth to a trusted adviser so they didn’t have to worry about it.

In many of the larger wealth management companies and private banks, clients are often just a number and the focus is on the level of wealth a person has. The more wealth, the more personal the service.

I believe that all clients deserve awesome service and, as such, we will always be contactable, we will be responsive and we will do what we say we will do. At the heart of our service is you, our client, not your money.

This is why Mangu Wealth Management was formed – we’re a boutique financial planning and wealth management firm with the aim of serving a relatively small number of clients really well and where people and the environment come before profit.

If this resonates with you or if you want to find out more, please do get in touch.