high net worth
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.
Financial advisers who fail to understand and act on the behaviors and demands of young high-net-worth individuals (HNWIs) may be unprepared for the long-term shifts in client attitudes that are on the horizon. To help financial advisers plan for this shift, Enterprising Investor interviewed David Wilson, of Capgemini Financial Services and founder of thewealthconsultant.com, for his personal views on how advisers can appeal to NextGens.
The latest World Wealth Report makes the case that social media can "reinforce trust by providing a platform for open, meaningful dialogue, which is capable of also driving business."
At the Middle East Investment Conference, Khaled Sifri, CEO, Emirates Investment Bank provided unique transparency into Gulf Cooperation Council high-net-worth individuals.
April Rudin, founder and CEO of the Rudin Group, has some compelling reasons for financial advisers to develop a social media presence.
The world's high net worth individuals (HNWIs) expressed increased trust in wealth managers and were generally upbeat about the economic outlook. On the other hand, HNWIs have much less confidence in the markets and regulators.