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Category: Wealth/Asset Management

Wealth/Asset Management

Setting Up a Trust in Singapore

A trust is a legal arrangement where a settlor transfers assets to a trustee to manage for beneficiaries. The trust structure provides asset protection and

Wealth/Asset Management

How to Start a Family Office in South Africa

Setting up a family office in South Africa is a significant undertaking, best approached with careful planning, clear goals, and professional support. With the right

planning for expat asset management
Wealth/Asset Management

Expat Asset Management: 2025 Key Insights

Expat asset management plays a critical role in helping expatriates and high-net-worth individuals preserve, grow, and optimize their wealth across borders. Managing assets as an

What is Portfolio Management?
Wealth/Asset Management

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 to achieve specific

Wealth/Asset Management

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-friendly environment. If

Wealth/Asset Management

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 distinct legal frameworks. If you are

Wealth/Asset Management

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 offices? It

Wealth/Asset Management

Setting Up a Family Office in Australia

Australia has seen a significant increase in family offices as wealthy families seek sophisticated ways to manage their assets, investments, and legacies. The concept has

Wealth/Asset Management

How to Start a Family Office in Canada

In recent years, Canada has seen significant growth in the number of family offices serving ultra-high-net-worth individuals and families. Estimates suggest several hundred single-family offices

Investment Strategies for 2025
Wealth/Asset Management

Investment Strategies for 2025

The global economic landscape in 2025 presents a mixed outlook shaped by moderated growth, declining inflation, and shifting geopolitical and trade dynamics. As such, investment

What is Investment Management
Wealth/Asset Management

What is Investment Management?

Investment management is a core function of the financial system, playing a central role in how individuals, institutions, and governments grow and protect wealth over

Canadian Expat Trust
Expat Guide

Canadian Expat Trusts: A Guide

Canadian expat trusts are an essential financial and estate planning tool for those who want to protect and manage their assets while living abroad. However,

Active vs Passive Investing for Expats: Which is Better?
Wealth/Asset Management

Active vs Passive Investing for Expats: Which is Better?

The two main investing approaches—active vs passive investing—offer distinct advantages and challenges. Active investing involves frequent market participation, research, and strategic decision-making to outperform benchmarks.

Where Do Millionaires Invest?
Wealth/Asset Management

Where Do Millionaires Invest?

Millionaires and high-net-worth individuals (HNWIs) follow well-structured investment strategies to preserve and grow their wealth. Their portfolios are designed to balance risk and return, ensuring

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