Estate Planning
Financial planning | 24 Sep 26
Capital International: Empower clients, build legacies and future-proof your practice
Wealth management is no longer defined solely by portfolio construction and performance.
Financial planning | 31 May 24
Nearly two thirds of HNW expats in UAE ‘not actioned’ family tax, estate planning
Difficulties in finding the right wealth manager cited by 48% of the 150 respondents
Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
Best Practice | 7 Jun 23
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
57% of HNW Brits not comfortable talking money with next gen
But an overwhelming majority plan to pass down their wealth to their children