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Which Financial Products Are Portable?

Which Financial Products Are Portable? As a Financial Advisor or Wealth Manager, one of your most important task is to look after your clients' assets. This means you will...

Top 10 Most Popular Articles in 2016

Top 10 Most Popular Articles in 2016 Which are the top 10 most popular articles in 2016?  We recap the most-read articles by Wealth &...

Top 10 Research Publications in 2016

Top 10 Research Publications in 2016 Which country has the fastest growing wealth?  Why is everyone targeting at the wealthiest?  What are billionaires doing? How about...

Top 5 Professionals Who Left Private Banking in 2016

Top 5 Professionals Who Left Private Banking in 2016 The top Private Banking professionals influence billions of assets and financial decisions. They hold strong relationships with clients and have...

Legendary Investor Sir John Templeton

Legendary Investor Sir John Templeton Who is Sir John Templeton? Sir John Marks Templeton was the founder of the iconic Templeton Growth Fund in 1954.  An investor...

The 18 Firsts of a Wealth Manager

The 18 Firsts of a Wealth Manager Getting into the financial industry is exciting.  To be able to advise clients on what to do with their...

Why Wealth Managers Struggle with Managing Investments?

Why Wealth Managers Struggle with Managing Investments? Private Bankers manage a few hundred millions to sometimes billions of investment decisions a year.  Most Wealth Managers advise investments...

What is a Family Office?

What is a Family Office? A Family Office is a private company that provides full and dedicated services to the needs of a family.  It...

How Valuable is Your Financial Advice?

How Valuable is Your Financial Advice? Is your financial advice valuable?  Would clients pay more for your advice?  Are you providing better advice than your...

When Should You Join Independent Financial Advisory?

When Should You Join Independent Financial Advisory? For experienced Financial Advisors, Personal Bankers, Priority Bankers, Private Bankers, getting into an Independent Financial Advisory (IFA) firm...