Pitfalls and opportunities for your investment performance in 2016
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 […]
A smart solution to wealth management: Inside findaWEALTHMANAGER.com
The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to innovation. Ye Olde wealth manager Wealth Management today is still as traditional as it was since the beginning. Worst it has largely become seemingly homogeneous. Ask anyone to tell […]
Big plans for your luxury property? Read these 7 tips first
Extending your luxury property or building on unused land could be a great investment, but there are several potentially costly caveats to consider, explains Clare Andrews of law firm Barlow Robbins. For some the search for a new property doesn’t extend further than their own back yard. If you, like many, have got the location right […]
What’s impacting your investment portfolio now in 2016, according to UBS
2016 is just in its infancy but we already find ourselves in a world of major transition. 2016, a world in transition China’s market slowdown, the US fed rate hike, and the outlook of the EU all have disrupted the global macroeconomic environment, and in their wake have left winners and losers, but also offer important challenges […]
What you need to know now to reduce your income tax bill
New figures have highlighted how much heavier the burden is for affluent individuals, but there are many ways to legitimately reduce your income tax bill, explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. New research has shown that in the past tax year, the wealthy bore a greater share of the tax burden than ever before. Of course, what […]
Top 5 new
year’s resolutions for
your wealth in 2016
Top New Year’s resolutions for your wealth to start 2016 off strong! The new year always brings around for each of us a sense of renewal and reflection – successes and failures, “would haves” and “should haves”, second chances and new beginnings. For many of us, this becomes an all too familiar annual practice – after we set our goals […]
Diamonds as an alternative investment: Understanding the four C’s
Just in time for the holidays. If you are looking for a gift for that special someone and as an alternative investment, then understanding grading variables known as the “Four Cs” is the foundation of sound diamond investing, explains expert jeweller Lewis Malka. Knowing that buying an engagement ring is likely to be the third highest […]
Top 6 biases wealth managers
say investors must avoid
Investors often face a battle to remain rational, rather than emotional, in their decisions. Here, top wealth managers and wealth management experts explain the behavioural biases all investors must avoid. Common behavioural biases like fear, over-risking, anchoring and “over-egging” investment themes have been the undoing of many an investor. Forewarned is forearmed, however, so the […]
Women & Wealth
management:
Is money still taboo?
Women have made tremendous progress in the last fifty years, but there is still one topic that many still consider taboo: money. Thou shall not speak of money Compared to men, women remain far more reluctant to talk about their finances. This inaction not only undermines their investment and savings potential, but it could trigger […]