Tag: Private Client Holdings
Multiple financial advisers – more oversight, less control?
When two architects design the same house independently, they do not create a stronger house. Instead, they create misaligned foundations. Every now and then, a client tells me they use two financial advisers. The explanation is almost always the same. They value a variety of opinions and feel more comfortable knowing multiple professionals oversee their wealth.
UAE’s ‘ghost flights’ – lessons for trust in financial advice
From ceasefires to blockades, the world continues to feel increasingly unpredictable. Headlines remain dominated by conflict in the Middle East, rising geopolitical tension and markets reacting in real time. When the world feels uncertain, people naturally ask one question: Should I stay, or should I go?
Is your financial advisor compliant?
An avalanche of regulations governing wealth management means that wealth managers have had to adapt their business models to remain compliant. With all the new rules and regulations in place it is important to ask your financial advisor certain questions to ensure they are compliant.
Death and marriage go together like a horse and carriage…
For most people the words 'death' and 'marriage' do not belong together in the same conversation. The last thing on people’s minds when they get married and enter into an ante-nuptial contract is death – the focus is usually around possible divorce. Likewise, when planning the affairs around our demise, very few of us would be thinking about marriage.
