How business owners are being swayed to change by their HNW consumers
What does it mean to be in business today?It’s a question that has lingered in business minds even before the pandemic. Ethical business practices have been put in the spotlight – and in a world that increasingly holds businesses accountable for their impact on the social and environmental world, what does it mean to be in business […]
How corporate culture builds a company – or breaks it
Society is built around culture. In each interaction, culture frames the way we connect to one another. As such, the impact of culture within a business cannot be understated. Corporate culture can either become the solid foundation upon which a strong business is built or sow weakness into the very fabric of a company. But […]
The art of balancing risk and reward: multi-asset allocation funds explained
Multi-asset allocation funds are a way to gain exposure to a variety of assets in a very convenient way. The main benefit of having a diversified portfolio with varying asset types is to reduce systemic risk. If the stock market collapses, it doesn’t necessarily mean that gold and bonds will. The idea being, asset winners rotate […]
The case for alternative investments in your portfolio
Alternative investments have become increasingly popular in investment portfolios and have rapidly grown over the last 20 years. According to the Chartered Alternative Investment Analyst (CAIA) Association, alternative investments accounted for approximately 12% of the global investable market in 2018 but is expected to grow to as high as 24% by 2025. In a world […]
How HNW families successfully transfer their wealth
Inter-generational wealth transfer can be challenging on its own, and being a global citizen only adds to the complexity. Research shows that senior members of HNW families have concerns around delegating the management of their businesses and investments, as well as the next generation’s ability to manage these family assets. Wealth over $15 trillion is […]
Questions to ask as a global citizen looking for life insurance
As a global citizen, it is natural to feel like life is bigger than any one country, culture, language, or identity. But finding life insurance coverage that meets the sophisticated needs of a modern global citizen takes extra consideration. For instance, British citizens living abroad may think that their life cover in the UK is […]
6 reason why independent financial planning can be your legacy’s biggest risk
We believe in the value of collaboration. Some of the best creations come from working together, sharing ideas, and understanding different opinions – all things that a knowledgeable financial advisor can offer. An outside, professional perspective can be invaluable for building a robust portfolio that withstands market peaks and troughs. Even more specifically, it can […]
Taxes to consider when investing in UK property from overseas
Britain is a destination of choice for many overseas investors looking for decent yields in a stable property market. But in recent years, a cash-hungry government has looked to landlords at home and abroad to pay extra taxes. It’s easy to overlook how much impact these taxes have on a property investment – so here’s […]
