Personal Finance

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

5 Signs You Need A New Financial Advisor

23 Jan | 5 Signs You Need A New Financial Advisor

Is it time for you to look for a new financial advisor? Here we examine some of the tell-tale signs. The benefits of having a financial advisor...

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PERSONAL FINANCE

How To Calculate Your Net Worth

3 Jan | How To Calculate Your Net Worth

Do you know how much you are worth? Determining your net worth is the first step towards achieving your long-term financial goals. You can work...

PERSONAL FINANCE

External Asset Managers: A Closer Look

1 Dec | External Asset Managers: A Closer Look

Chiara Bartoletti, Chief Operating Officer of Oclaner Asset Management, explains what makes external asset managers unique and discusses what they can...

PERSONAL FINANCE

Priority Vs. Private Banking: Which Is Right For You?

14 Nov | Priority Vs. Private Banking: Which Is Right For You?

Learn the difference between priority and private banking, and find out which is right for you. If you compare the different tiers of consumer...

PERSONAL FINANCE

Hidden Financial Advisor Fees You Don’t Know About, But Should

1 Nov | Hidden Financial Advisor Fees You Don’t Know About, But Should

When it comes to the fees you pay your financial advisor, what you don’t know can hurt you – as small, hidden costs can take a significant toll on...

PERSONAL FINANCE

7 Questions To Ask When Choosing A Private Bank

2 Oct | 7 Questions To Ask When Choosing A Private Bank

Looking for a private bank? Here are 7 crucial questions that you should ask before making your selection. Every investor’s personal finances...

PERSONAL FINANCE

The World Of Private Banking

12 Sep | The World Of Private Banking

In this introduction to the world of private banking, we explore the range of services offered by private banks and highlight some of the leading institutions...

PERSONAL FINANCE

What Are Multifamily Offices … And Why Are They Popular With Investors?

19 Jun | What Are Multifamily Offices … And Why Are They Popular With Investors?

Grace Chiong - Chief Operating Officer of Golden Equator Wealth - talks about how multifamily offices (MFOs) offer a broad range of tailored services,...

PERSONAL FINANCE

5 Considerations When Choosing A Private Bank

26 Apr | 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...

PERSONAL FINANCE

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

21 Apr | 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...

PERSONAL FINANCE

5 Tax Mistakes Expats, Entrepreneurs And Investors Make

7 Mar | 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...

PERSONAL FINANCE

Top 4 Signs You Need To Set Up A Trust

7 Dec | 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...

PERSONAL FINANCE

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