From the CEO’s Desk is a monthly series written by findaWEALTHMANAGER.com, sharing with you his thoughts on relevant issues, challenges, events, questions, and experiences impacting investors today. Ouch. Not even a day into the New Year and we were already getting pummelled. In the first 13 days of the New Year, we saw major markets in the west […]
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High net worth individuals (HNWs) are increasingly global. Business interests abroad, to investments, future planning, family, tax planning, and international property investment, are all commonalities amongst HNWs. Home country tax and legal complexity unsuited to the individual’s situation is another common denominator. As a result, a HNW’s financial horizon clearly extends well beyond ‘home’ country borders. […]
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A well-known brand can help generate trust, yet the prevalence of very well-respected and yet low-profile wealth managers illustrates why this shouldn’t be your only consideration.
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