What is ESG Investing?
ESG stands for Environmental, Social, and Governance. ESG investing is the act of investing based on a set of non-financial criteria used to evaluate compa…
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Insights on wealth structuring, investing and life abroad for expats & high-net-worth individuals.
How can parents and children prepare for the age of AI?
Simon has been expats since the early 90s when he left the UK to Thailand. He has been in management positions of multiple businesses in different countrie…
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Are Offshore Accounts Legal in Canada? What You Need to Know
In Canada, it is entirely legal for individuals and businesses to maintain offshore accounts—provided they comply with all applicable reporting and tax obl…
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Investing Offshore from Canada
Canada offers investors a stable financial system, a strong legal framework, and a diversified economy. However, its capital markets represent only a small…
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What is Portfolio Management?
Portfolio management is a central discipline in modern finance, referring to the strategic process of selecting and overseeing a collection of investments …
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What Is Loss Aversion and Why It Matters in Personal Finance
Loss aversion is a cognitive bias in which individuals feel the pain of losses more strongly than the pleasure of equivalent gains. Understanding what is l…
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Setting Up a Trust in Mauritius 2025
In 2025, Mauritius continues to be a preferred jurisdiction for establishing trusts due to its robust legal framework, favorable tax regime, and business-f…
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Setting Up a Foundation in Singapore
Singapore’s philanthropic and non-profit landscape offers multiple vehicles, which are commonly referred to as foundations. These are structured under dist…
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Is Insurance an Investment?
The question “Is insurance an investment?” is more common and prevalent among investors than it may initially seem. Especially among young professionals, e…
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How to Set Up a Family Office in Switzerland
Switzerland is among the renowned global financial centers. But did you know that the country has become a preferred destination for establishing family of…
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