Best Practice | 11 Oct 19
Women changing the wealth landscape in the Middle East
Between 20% and 40% of wealth in the region is held by or for women
How to help spell out ESG in the wealth sector
With more HNWIs looking towards green investing, firms need to open ‘active dialogues’ with clients
Best Practice | 6 Oct 19
Are you ready for the US $15 trillion wealth transfer opportunity?
In this article, Brendan Dolan, International Sales Director for Quilter International, provides the stark reality that unless strategic planning is in place, all your hard work to build your business could be undone. Many advisers are already preparing for the US$15 trillion global opportunity that intergenerational wealth transfer is presenting. Do you have a strategy […]
Best Practice | 6 Oct 19
A valuable opportunity of gifting assets to a trust to help reduce UK IHT bill
In this article, Jason Pearce, Head of Technical Sales, Hong Kong & NE Asia, considers the benefits of placing assets in a trust and taking advantage of the current nil rate band to reduce UK inheritance tax bills. In common law countries like Hong Kong and the UK, trusts have been recognised and used for […]
Best Practice | 3 Oct 19
Case Study: Thinking outside the marketing box
It can be much more than a shiny brochure or slick advertising campaign