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Euro Area Inflation at 9.1% in August 2022, Unemployment at 6.6%

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Euro Area Inflation at 9.1% in August 2022, Unemployment at 6.6% 1st September 2022 | Hong Kong Euro area inflation is expected to be at 9.1% in...

10 Questions Every Client Will Ask Every Year-End

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10 Questions Every Client Will Ask Every Year End For most in the financial industry, the year-end means reconciliation, reviewing and reporting.  For the deal-makers, the year-end...

Should You Give Portfolio, Investments or Stock Advice?

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Should You Give Portfolio, Investments or Stock Advice? Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...

Which is Your Area of Expertise as a Wealth Manager?

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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 Start Advising Clients in Your New Job?

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How Do You Start Advising Clients in Your New Job? If you are a new wealth advisor or just got onboard a new firm, how should you start...

5 Reasons Why Financial Planning is More Important than Ever for...

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5 Reasons Why Financial Planning is More Important than Ever for Clients Having a Starbucks Latte everyday, dining in a cafe or restaurant, taking a taxi...

Why Access to Global Economic and Investment Opportunities is Never Equal...

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Why Access to Global Economic and Investment Opportunities is Never Equal for Everyone Many clients rely on good-old investment philosophy such as Value-Investing or Fundamental...

5 Reasons why Wealth Management is harder in low-tax countries

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5 Reasons why Wealth Management is harder in low-tax countries The usual considerations in Wealth Management are investing, beating inflation, managing cashflow and risks. 2 key factors are...

List of Important Asset Classes

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List of Important Asset Classes Asset Classes are important as these are generally the most accepted investments, and have proven to be valuable and investible over...