A success story built on keeping things simple

A success story built on keeping things simple

Zane Hunter, Director of Private Clients Scotland, Private Client Team at 7IM, explains his firm’s proud commitment to doing the right thing for clients and the impressive growth this ethos has helped drive.

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UBS: The world’s largest wealth manager explains its UK offering

UBS: The world’s largest wealth manager explains its UK offering

Mark Goddard, Head of UK High Net Worth at UBS Wealth Management, explains how the world’s leading global wealth manager supports the development of tailored […]

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Wealth advice – and inspiration – for women

Wealth advice – and inspiration – for women

Women’s wealth management needs are an increasing focus for institutions and we highlight what our panel providers are doing to improve their prospects wherever we can.

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Crisis communications: <br />what does good look like?

Crisis communications:
what does good look like?

A significant gap is emerging between the best and worst communicators in the wealth management space. See where your provider stands with this sample of best practices.

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To structure, or not to structure? <br />At least ask the question

To structure, or not to structure?
At least ask the question

Wealth structuring is certainly not the preserve of the ultra-wealthy, and there are a number of strategies families should consider to ensure that their wealth has maximum benefit for generations to come.

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2020: a super year for impact investing?

2020: a super year for impact investing?

Investors are increasingly considering the environmental and social impact of how they deploy their capital, and there is no investor too small to help make a difference to the world’s biggest problems.

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Credo Wealth: <br />Seeking long-term success, not short-term wins

Credo Wealth:
Seeking long-term success, not short-term wins

Credo Wealth is proud of an investment process which shuns short-term fads and of taking a holistic view of its clients’ financial wellbeing. The result has been impressive organic growth.

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Nedbank Private Wealth: <br />A global, goals-based approach to managing wealth

Nedbank Private Wealth:
A global, goals-based approach to managing wealth

Nedbank Private Wealth has an international footprint as interesting as its illustrious heritage, and the firm continues to be set-up as both a private bank and trust company to present a true one-stop-shop for managing wealth globally.

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Why private client insurance brings true peace of mind

Why private client insurance brings true peace of mind

Discussing your situation with a private client insurance adviser is an excellent way to get a true picture of all the tangible assets you own and to protect them.

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