Planning

Insights and ideas for planning the future of your wealth.

WEALTH’s Essential Guide To Choosing An Independent Asset Manager

5 Sep | WEALTH’s Essential Guide To Choosing An Independent Asset Manager

In this edition, we make a case for Independent Asset Managers. We explore them as an alternative to traditional banks and how their model and client offering...

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INVESTING

WEALTH’s Essential Guide To Choosing A Financial Advisor

29 Aug | WEALTH’s Essential Guide To Choosing A Financial Advisor

This is the second in our series of essential guides on choosing the right wealth management partner. Here, we dig deep into what financial advisors do,...

INVESTING

Artificial Intelligence: The Role it can Play in Wealth Management

18 Jul | Artificial Intelligence: The Role it can Play in Wealth Management

Advances in Artificial Intelligence (AI) have augmented the processes in numerous industries, with a growing list of possibilities. Can AI be a tool to...

PLANNING

Looking Ahead: Positioning your Portfolio for the 2nd Half of 2018

11 Jul | Looking Ahead: Positioning your Portfolio for the 2nd Half of 2018

We speak to wealth managers about market conditions in 2018 and their outlook for the rest of the year. In the blink of an eye, half a year has...

INVESTING

Using British Virgin Island Structures In Art-Secured Lending

12 Dec | Using British Virgin Island Structures In Art-Secured Lending

Did you know that you can you use your art collection to secure a loan from a financial firm? Here we discuss the advantages of doing this through a British...

PLANNING

How To Set Financial Goals For Your Future

4 Dec | How To Set Financial Goals For Your Future

Here we explain some steps that you can take to help get your personal finances in order so that you can make sure you are on track to achieving your long-term...

PLANNING

7 Essential Estate Planning Tips

27 Nov | 7 Essential Estate Planning Tips

To ensure your wealth is protected and passed on to your loved ones in the most effective way, it is imperative to create an estate plan. Many...

PLANNING

World’s Top 3 Most Powerful Passports

8 Nov | World’s Top 3 Most Powerful Passports

If you are a national of any of these countries then your travelling options are looking pretty healthy. Passport strength is an interesting measurement....

PLANNING

5 Reasons Why People Set Up An Offshore Trust

11 Oct | 5 Reasons Why People Set Up An Offshore Trust

It’s a common misconception that offshore trusts are used for tax avoidance. Here we explore the real reasons why people set up an offshore trust. There...

PLANNING

How Much Are You Really Paying In Fees To Your Financial Advisor?

25 Sep | How Much Are You Really Paying In Fees To Your Financial Advisor?

The seemingly minor sums that you pay as fees to your financial advisor can have a major impact on your investment portfolio’s returns over the long...

PLANNING

6 Signs You Need A Financial Advisor

28 Aug | 6 Signs You Need A Financial Advisor

Do you need a financial advisor? Here we look at six telltale signs that it’s time for you to get a professional to help you manage your finances. Financial...

PLANNING

Want More Control Over Your Trust? Set Up A Private Trust Company

23 Aug | Want More Control Over Your Trust? Set Up A Private Trust Company

Trusts can be used to protect your assets, but if you want more control in managing them, setting up a private trust company instead may be the best solution....

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