02/06/2019

The UK’s top income funds of 2018 revealed - Sanlam

The fund jumped 37 positions to reach the top position that was previously held by the Slater Income Fund, which has dropped into the Grey List after a more difficult 2018 and a pickup in volatility over the period reviewed.

01/30/2019

Capturing the middle-class millionaire

As such, their value system is akin to that of the middle class: They are hard-working and seeking to accomplish more, they feel they give more than they get and they want help with keeping more of what they earn.

01/29/2019

Winners and losers in 2018 global wealth market

“As ever even in an environment that a marketplace is stable the advice firms that focus on client needs, client service and that focus on the client outcomes and the advice journey are seeing their client numbers swell.”

01/28/2019

Private Wealth Management in Hong Kong : SURVEY 2019

The ageing of first and second generation HNWIs in Hong Kong and elsewhere in Asia presents the market with a great need to advise on strategies, structures and assets for the protection, preservation and transfer of wealth from the older generations.