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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...

Which is Your Area of Expertise as a Wealth Manager?

Which is Your Area of Expertise as a Wealth Manager? Should clients find insurance planners for insurance products?  Should clients find a Fixed Income Trader...

How Do You Build a Sustainable Career as a Wealth Manager?

How Do You Build a Sustainable Career as a Wealth Manager? Wealth Managers need to deal with an uncertain economic and financial market such as fluctuating...

10 Dangers Wealth Managers Face in their Career

10 Dangers Wealth Managers Face in their Career When the economy is booming and income is rising, like stockbrokers and real estate specialists, wealth managers manage...

Top Headlines in the Last 7 Days (25th Apr – 1st...

Top Headlines in the Last 7 Days (25th Apr - 1st May 2016)   No. 1 EFG Buys Luxembourg Private Bank of UBI Banca EFG International AG,...

8 Reasons Why Wealth Management is Not for Everyone

8 Reasons Why Wealth Management is Not for Everyone Wealth Management is an expensive service and most people either can't afford or don't need it....

What is an Independent Financial Advisor?

What is an Independent Financial Advisor? An Independent Financial Advisor (IFA) provides independent financial advice to clients. In an Independent Financial Advisory Firm, they rarely...

How do you Develop your Career as a Wealth Manager?

How do you Develop your Career as a Wealth Manager? A Wealth Manager is a sensitive and serious profession.  Like doctors and lawyers, they are...

9 Reasons why you became a Wealth Manager or Financial Advisor

9 Reasons why you became a Wealth Manager or Financial Advisor Have you ever wondered why you became or wanted to become a Wealth Manager?  For...

Would you want to be a Wealth Manager or Financial Advisor...

Would you want to be a Wealth Manager or Financial Advisor for the Rest of your Life? Being a Wealth Manager or Financial Advisor is...