In 2018, just like it has been in the past years, changes and trends in wealth management will be inevitable. Amongst the trends that wealth managers should prepare themselves for includes changes in regulations, intergenerational changes in property ownership and innovation. Then, there is the impending issue of Common Reporting Standards (CRS) and Markets in … Continue reading Trends to Watch in Global Wealth Management in 2018
There is just so much financial advice that you could live by out there. This makes it almost impossible to live by all of them. What could potentially cost you big time is missing out on the most important Solomonic wisdom in the financial world. This is why you need these 8 pieces of financial … Continue reading 8 pieces of financial advice to live by
When it comes to matters investment, the proverbial statement of time being money and knowledge being power does not apply. Here, “time is power and knowledge is money”. To enhance your knowledge and earn more money, grab yourself books that offer valuable insight on investments. Here are 5 books on investments you must read that … Continue reading 5 books on investments you must read
By Mark Boyes Thursday the 19th October marked the 30th anniversary of Black Monday, a day during which the Dow Jones Index fell by 22.6% in just 24 hours. With the US and UK equity markets flirting around their all-time highest levels, there has been talk of on an imminent correction, due to the simple … Continue reading Are the markets ready for a correction?
A CEO and founder of a successful business must see that business in a similar light to one of their own children. After pouring in their own blood, sweat and tears, that business must be just as close to their heart as their own flesh and blood. So, surely that founder would never want … Continue reading Planning your exit strategy
Wealth management can seem confusing and complicated at times. In a world of volatile investment markets and continually changing legislation, many investors simply don’t know where to start. However, wealth management doesn’t need to be overly complex, and by keeping things simple, it’s possible to enjoy excellent long-term returns on your capital. With that in … Continue reading 10 Things That Successful Investors Do
Your advisor doesn’t have to be the next Bernie Madoff to cause your finances to dwindle. From being unavailable, to charging unclear fees, here are some ‘red flags’ when it comes to financial advice. Lack of Transparency Being aware of how you are being charged for advice is essential. Financial advisors can work based on … Continue reading 5 Indicators Your Advisor Isn’t Taking Care of You
Bank of England chief economist Andy Haldane has opened a debate on property v pensions with some controversial comments about investing. He argues that while Britain has a housing crisis with too few homes, prices will keep rising and outpace traditional pension investments such as shares and bonds. But looking at stellar price growth … Continue reading Is Investing In Property Really A Good Pension Plan?
It’s only natural that expat savers want to make the most of the cash they have stashed in poor performing offshore bank and building society accounts. However high their money mountains may reach, they need to keep making sensible financial decisions to keep growing their wealth. To help savers get to grips with managing … Continue reading 10 Investment Tips For Savvy Savers
Chancellor George Osborne is set to grab millions in tax from investors paid dividends outside of tax wrappers such as ISAs and pensions. From April 6, 2017, the old dividend tax system is scrapped and replaced with a new set of rules. Everyone will have a £5,000 dividend allowance – and once that limit … Continue reading Make Sure You’re Ready for the New Dividend Tax