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wealth management

June 8, 2017

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

Self-confidence in their self-taught business acumen is the recurring theme in Millennials & Wealth Transfer, a white paper by RBC Wealth Management looking at how HNW Millennials (average net worth - $ 5.8 million) acquire financial knowledge, handle the inheritance process and prepare their financial affairs.

May 18, 2017

A startling 49% of business owners have not made a will, and 22% say they have not started any form of wealth transfer planning.

A startling 49% of business owners have not made a will, and 22% say they have not started any form of wealth transfer planning, new research suggests.

The report, Business owners & wealth transfer: Applying the lessons learned in business to wealth transfer, surveyed 384 business owners in Canada, the United States, and the United Kingdom, each worth an average of $6.4 million.

May 10, 2017

What does it take to start then grow a business into a successful, multi-billion dollar holding yet maintain total family control through the generations? Alison Ebbage reports

What does it take to start then grow a business into a successful, multi-billion dollar holding yet maintain total family control through the generations? Alison Ebbage reports

March 14, 2017

Most people, when they think about trusts, immediately associate them with tax planning. Although controlling exposure to tax may be one reason why people use trusts, they have many other uses, as Robert Brodrick, trusted adviser and partner at Payne Hicks Beach, explains.

Most people, when they think about trusts, immediately associate them with tax planning. Although controlling exposure to tax may be one reason why people use trusts, they have many other uses, as Robert Brodrick, trusted adviser and partner at Payne Hicks Beach, explains.

December 22, 2016

Sandaire, the London and Singapore based international investment office for wealthy families and foundations, celebrated its 20th anniversary in 2016—a rare feat of longevity and success in a highly competitive sector.

Sandaire, the London and Singapore based international investment office for wealthy families and foundations, celebrated its 20th anniversary in 2016—a rare feat of longevity and success in a highly competitive sector.

November 22, 2016

More Millennials are becoming millionaires and bidding for luxury items on their mobile devices but advisers say financial planning is “extremely important” to make their fortunes last.

More Millennials are becoming millionaires and bidding for luxury items on their mobile devices but advisers say financial planning is “extremely important” to make their fortunes last.

The comments came while Campden Research prepared to release at the end of January 2017 its original study of wealth investment attitudes among North American ultra-high net worth Millennials.

November 17, 2016

Rebranded wealth manager Kleinwort Hambros says it has the expertise to grow in the Brexit ultra-high net worth and family office market, with the backing of Societe Generale Private Banking.

Rebranded wealth manager Kleinwort Hambros says it has the expertise to grow in the Brexit ultra-high net worth and family office market, with the backing of Societe Generale Private Banking (SGPB).

July 1, 2016

Latin America is “dragging down” growth in the world’s population of the super-wealthy but Asia Pacific is tipped to push global wealth over the $100 trillion mark.

Latin America is “dragging down” growth in the world’s population of the super-wealthy but Asia Pacific is tipped to push global wealth over the $100 trillion mark.

Ultra-high net worth individual (UHNWI) wealth traditionally drove high net worth individual (HNWI) wealth each year however, the usual boost did not materialise in 2015, according to new World Wealth Report by Capgemini.

February 18, 2016

US wealth manager Abbot Downing has established a new business strategy to better focus on single family office clients, with its president stating that more investment entities are transitioning into family offices in the face of increasing regulation.

US wealth manager Abbot Downing has established a new business strategy to better focus on single family office clients, with its president stating that more investment entities are transitioning into family offices in the face of increasing regulation.

The group announced last month that it would be appointing Joe Freeman its new head of family office services. The platform would facilitate access to products and services provided by Abbot Downing’s parent company Wells Fargo.

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