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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...

What Private Bankers Have to Deal With?

What Private Bankers Have to Deal With? Are you a Private Banker or aspiring to be one?  Do Private Bankers spend their time talking to Jack...

Wealth-X Report 2016 – Preparing for Tomorrow: A Report on Family...

Wealth-X Report 2016 - Preparing for Tomorrow: A Report on Family Wealth Transfer Official Press Release by Wealth-X on 12th September 2016 Ultra high net worth (UHNW) individuals...

Would You Give the Same Advice to Yourself if You Might...

Would You Give the Same Advice to Yourself if You Might Lose Your Job in the Next 6 Months Almost all financial advisory standards discuss...

What is the Value of Fund Managers for Wealth Managers?

What is the Value of Fund Managers for Wealth Managers? Wealth Managers expect Fund Managers to perform better than the market.  But this doesn't seem...

7 Important Risks to Manage for Clients

7 Important Risks to Manage for Clients Risk management is not a focal point of discussion.  For clients, the conversation is always about the hot...

List of Important Asset Classes

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...

What is Wealth Management?

What is Wealth Management? What are the first words when Wealth Management comes to mind?  Stocks, bonds, investments, insurance, portfolio management, money management and financial planning.  Pockets...

What is an Investment Advisor?

What is an Investment Advisor? An Investment advisor provides investment and portfolio advice and is the main source of financial market info and economic trends...

2015 Singapore Fund Management at a Glance

2015 Singapore Fund Management at a Glance Unit Trust, Mutual Fund & Exchanged Traded Funds - these are increasingly popular investment instruments.  Without buying, selling or managing...