2020 Vision: what the year taught us about managing wealth
2020 has lots of lessons to teach in terms of how best to manage wealth over the long term and the extent to which you can prepare for black swan events.
The returning expat: prior planning and preparation is paramount
There are a great many financial planning tasks that need to be on the to-do list of expats planning to return home, and here we outline those that should be at the very top.
Brexit-proof your investments
Brexit poses difficult questions for institutions operating in Europe – and the UK expats they serve – but this is no time for investors to take a “head in the sand” stance.
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.
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 […]
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.
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.
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.
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.
