Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Comprising of a team of multilingual financial advisers
As 19% of Brits over 60 say they have never spoken to their children about their finances
But an overwhelming majority plan to pass down their wealth to their children
Law firm will initially offer the service to clients in the UK before rolling it out in other markets
To address client needs without having to outsource to third-party providers
Both companies have wealth management and private client offerings
Diversification is a ‘key tool for advisers to protect the long-term health of clients’ savings’
Just 24% have a strategy in place to pass on their family business
Taking care of IHT liabilities should not be the only goal
Clients want ‘capital protection, steady returns, immediate IHT effectiveness and low costs’
Some countries will have different IHT rates according to beneficiaries’ relationship with the deceased
Deal is due to complete in April 2022