Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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Julius Baer: Tackling dementia and cognitive decline head-on
Here, Annabel Bosman, Head of Relationship Management for Julius Baer in the UK, explains the practical steps her firm is taking to tackle this most sensitive of issues. There were a record half a million over 90 year-olds in England last year and the dramatically ageing population is one of the most pressing issues of […]
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