A leading provider of expat financial services and wealth management services across Asia.
Few subjects get a debate going amongst investors and wealth managers as much as the active and passive management one. In this post, we put the case for active management. Passively managed funds are tied to a major index, such as the Dow Jones or the FTSE 100. The main principle behind passive management is…
Travelling and living as an expat is a wonderfully exciting time but sometimes, with all the excitement, it is easy to forget certain practicalities and the risks that we face. There are some essentials that you need to put in place at the start, not only to protect yourself and your loved ones but also…
Excellence in business is something that we continually strive for so it is gratifying to be rewarded by not one but two Global Business Outlook awards which recognise exactly that.
Teenagers have a lot of information thrown at them at school from French verbs to calculus, from ox-bow lake formation to endless historical datas. What they don’t receive as part of their formal education is a grounding in the principles of financial planning. Given the total absence of basic financial education in schools around the…
Those two pesky certainties in life – death and taxes – are both unpleasant topics to think about but if you want to ensure that your financial planning is watertight, you need to tackle both head on. And while there is, sadly, nothing you can do to avoid death, there are steps you can take…
It is a scenario that we as financial planners see time and again. Individuals who reach their forties, crossing the threshold from youth to middle age, and suddenly realise that they are halfway through their careers, that retirement is a lot closer than they thought and that they have yet to start planning for it.…
It has never been more important to save and accumulate wealth to ensure that however long you live, you will have enough money to ensure that you have a comfortable life wanting for nothing. And that requires adopting good financial habits. Here are eight signs which indicate that you probably aren’t in a healthy place…
Residency and domicile status are essential elements to take into account during the financial planning process, particularly with regard to inheritance tax (you can read my post on that here), but they can be tricky to get your head around. This article is aimed at you if you are a UK expat and should help you…
Whether you are retiring in the next few years or still have decades of your career stretching out in front of you, you should be asking yourself the question: am I on track for a financially comfortable retirement? From Singapore to South Africa, surveys around the globe are revealing that increasing numbers of people are…
Since the global financial crisis in 2008, the markets have been unpredictable to say the least and it’s safe to say that 2018 was not their finest year. In fact Deutsche Bank have released research showing that the percentage of assets with a negative total return in US dollars hit an all time high of…