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Personal Finance

Expert guidance on personal finance topics from law and tax, to trusts and saving.

5 Considerations When Choosing A Private Bank

Personal Finance

26 April 2017

5 Considerations When Choosing A Private Bank

With so much at stake, signing with the wrong private bank can cost you more than just money – find out what you need to consider when selecting the...

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Is Bigger Better? Why You Should Care About The Size Of Your Private Bank

Personal Finance

21 April 2017

Is Bigger Better? Why You Should Care About The Size Of Your Private Bank

Private banks are often focused on size – which they use as a marketing tool – but should this matter to you? Swiss banks UBS and Julius Baer weigh...

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5 Tax Mistakes Expats, Entrepreneurs And Investors Make

Personal Finance

7 March 2017

5 Tax Mistakes Expats, Entrepreneurs And Investors Make

Tax Director Herdin Syafari of Rawlinson & Hunter shares five common mistakes to avoid this tax filing season. In a bid to attract talent, entrepreneurs...

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Top 4 signs you need to set up a trust

Personal Finance

7 December 2016

Top 4 signs you need to set up a trust

Apart from succession planning, this legal structure can protect your wealth against the unexpected. Karen O’Hanlon, Managing Director for First Names...

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Why are trusts so popular with high net worth investors?

Personal Finance

9 November 2016

Why are trusts so popular with high net worth investors?

As investable assets of HNWIs (high net worth individuals) continue to grow globally, the strategies that they can use to protect and grow their wealth...

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Why Your Wealth Management Journey Starts With Understanding Yourself

Personal Finance

5 October 2016

Why Your Wealth Management Journey Starts With Understanding Yourself

Managing Director of Cazenove Capital Management Asia, Sandy Dudgeon, shares more about the company’s philosophy of putting clients and their needs at...

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Top Law Firms For The Wealthy

Personal Finance

26 September 2016

Top Law Firms For The Wealthy

We bring you a list of the world’s top lawyers for ultra high net worth individuals and their firms, compiled in partnership with Billionaire.com. Make...

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CEO Interview: Finding Your Best Wealth Advisor

Personal Finance

22 September 2016

CEO Interview: Finding Your Best Wealth Advisor

If you are a client of a private bank, or thinking of becoming one, there are some key questions you need to consider before deciding on the best advisor,...

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Women & Private Banking: Is Money Still A Taboo?

Personal Finance

17 December 2015

Women & Private Banking: Is Money Still A Taboo?

Women have made tremendous progress in the last fifty years, but there is still one topic that many still consider a taboo: money Thou shall not...

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5 Tips From 5 Wealth Managers On Inheriting The Family Home

Personal Finance

19 November 2015

5 Tips From 5 Wealth Managers On Inheriting The Family Home

Here, wealth management and financial planning experts from the WEALTH.com panel explain key considerations as those inheriting the family home decide...

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