Category: Wealth/Asset Management

At a certain level of wealth, traditional private banking simply isn’t enough. Billionaires often face a different kind of financial complexity: multi-generational wealth planning, global

In recent years, Malaysia has emerged as a strategic location for high-net-worth individuals seeking to manage their wealth efficiently. The increasing complexity of global financial

A family office refers to a privately held company that handles investment management and wealth management for a wealthy family. According to Deloitte’s Family Offices

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

Hong Kong has emerged as one of Asia’s premier destinations for establishing family offices. It is known for offering a robust financial infrastructure and a

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

Family offices have become increasingly important wealth management structures for ultra-high-net-worth individuals and families in the United Kingdom. This guide walks you through what a

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

In Canada, it is entirely legal for individuals and businesses to maintain offshore accounts—provided they comply with all applicable reporting and tax obligations under Canadian

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

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

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

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

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

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

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

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

Without considering the details, one might easily conclude just from the terms alone that independent advice is way superior than restricted advice. There are divided