Clients are becoming more demanding about structuring their wealth in tax-efficient but legal ways
The new service fits with the bank’s aim to serve HNW clients
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place
High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets
Smart use of the new smart financial tools can enhance your practice
Alternative investments can provide needed growth, but advisors need to look under the hood
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance