Category: Wealth Management

Protection from Inheritance Taxes

| 28 Jan 2013 | 3 Comments




The latest developments in the wealth management industry prevail from the USA and China, where inheritance tax concerns and portfolio diversification become top priority. NEBRASKA, USA – Inheritance tax has also become a topic of conversation in Nebraska due to a recent proposal by a Nebraska lawmaker to lower the state’s inheritance tax rates. The […]

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2012 Wealth Management Highlights – “Managing Wealth in Turbulent Times”

| 18 Dec 2012 | 0 Comments




The recessionary period affected a number of sectors, making managing wealth a complex and challenging task this year – even for the savviest of financiers! With the economic situation taking a turn for the worse, traditional wealth management techniques have become more prominent over the less conventional methods. In addition, the focus of wealthy individuals […]

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Junior Savings Accounts that Significantly Boost a Child’s Inheritance

| 7 Nov 2012 | 1 Comment




There are numerous ways to save for one’s own future, however once you have children to consider it is vital that you provide for them financially in order to give them the best possible start in life. This can be achieved through a range of options, including the formation of a child specific savings account. […]

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Considerations for Managing your Yacht

| 7 Sep 2012 | 0 Comments




With the costs of managing a yacht being exceptionally high, combined with increasing oil and fuel costs globally, it is imperative that yacht owners carefully consider the implications of purchasing and maintaining a vessel. Shipping registries across the globe provide vessel owners the opportunity to register and maintain their yacht under a low cost, tax […]

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Wealth Management Industry in Crisis

| 31 Jul 2012 | 0 Comments




The turbulent economic downturn of the last four years has caused disastrous effects on the formerly flourishing wealth management industry. The need to reduce costs, along with the trend of establishing a more digital experience with their clients, has led most investment institutions around the world to cut thousands of executive jobs. The result of […]

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Forex Trading on the Rise as Investors Seek a Safe Haven for Managing Wealth

| 29 Jun 2012 | 1 Comment




Understanding how to successfully manage wealth in any economic environment can be a minefield for investors, and during a recession or turbulent financial climate, obstacles will undoubtedly arise. As the sovereign debt crisis continues to blaze its way across Europe, many investors are adopting alternative money management techniques for the better protection of their wealth. […]

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Top 3 Corporate Structures to Manage your Wealth

| 31 May 2012 | 2 Comments




With a number of countries desperately trying to stabilize their economies and avoid a Greece-style bankruptcy, high-net-worth individuals are seeking extreme measures to protect their tangible assets and wealth from being completely wiped out. As innovative and complex methods of asset protection emerge, many of the super rich are turning to protect their wealth through […]

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Graduates Hard Hit by Recession as Employment Remains Turbulent

| 30 Mar 2012 | 1 Comment




A professional education has traditionally been regarded as a stepping stone towards recruitment success and social mobility. But as companies across the globe are fighting to survive this turbulent recessionary period, having a decent education is equating to very little in terms of career development and success. Students across the globe are therefore asking what they […]

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Tradition Vs Innovation – Who to Trust to Manage your Wealth

| 29 Feb 2012 | 0 Comments




The recently published figures revealing the substantial bonuses UK banks are handing out to their employees – despite their extensive losses – has sparked concerns amongst  high-net-worth individuals. Many wealthy investors have lost confidence in their banks to manage their wealth with integrity, and as such, are seeking alternative wealth management methods. Whether it is […]

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Swiss Wealth Management – are the good times over?

| 30 Jan 2012 | 0 Comments




Swiss banks have traditionally been regarded as a home for the wealth of high-net-worth individuals who seek asylum from high tax rates and low levels of privacy. But as economies across the globe continue to struggle with escalating debt problems, prosecutors are targeting Swiss banks in an attempt to crackdown on tax evaders – and […]

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