An incoming piece of EU succession legislation is something no owner of a holiday home can afford to ignore, explains Wendy Spires, Director of Content and Research at findaWEALTHMANAGER.com. Having a second property in sunnier climes is a sign of arrival for many affluent individuals, with holiday home ownership often serving as a precursor to […]
Read ArticleRamzy Rasamny explains Plurimi Wealth’s offering and why its style of independent advisory investment management appeals to international entrepreneurs in particular. He is the chief executive and co-founder of the Plurimi Group after a 25-year private banking career with some of the world’s largest institutions. Can you briefly describe Plurimi Wealth’s history and how the […]
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Duncan Stratford, Head of UK Front Office at Canaccord Genuity Wealth Management (UK and Europe), explains his firm’s approach to serving a wide range of clients with very different needs. Can you briefly describe Canaccord Genuity’s history and how the firm now stands in terms of its UK presence and client base? Canaccord Genuity Wealth […]
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According to a leading barometer of global investment trends, the world’s wealthy held 14% of their assets in alternative investments in 2014, increasing their allocation from 10% the year before. A variety of factors suggests an appetite for alternatives will keep on rising as more affluent investors come to appreciate the important part they can […]
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