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In this feature, we take a look at wealth creation and the protection of high net-worth individuals (HNWI) assets. With so many financial products available both locally and internationally how does one know what to invest in, when to invest and how much of one’s assets should be allocated to a particular investment product?
A financial relationship built on consensus will put you on the path towards long-term financial security. Planning for retirement is difficult enough on your own, but getting two people to agree on a lifelong strategy to prioritise expenditure whilst saving for the future can be exceedingly difficult.
Technology is changing the playing fields in business – and in the financial planning environment in particular, can allow intermediaries to enhance their business operations and their client engagement. On the other hand, the human element is similarly important – for insight, holistic thinking and a trusted relationship. Optimally combining the two, in a well-considered and complementary way, can mean greater efficiency, greater productivity and more satisfied clients. But the key is to get it right.