Author Archives: Wealth_Careers
The Jury is Out on Whether Structured Products are Good Value
Whereas structured products were once used at the periphery of high net worth clients portfolios, they have increasingly become central, particularly in times of heightened volatility. Wealth managers, however, are divided as to whether the benefits outweigh the costs. Their … Continue reading
The Jury is Out on Whether Structured Products are Good Value
Whereas structured products were once used at the periphery of high net worth clients portfolios, they have increasingly become central, particularly in times of heightened volatility. Wealth managers, however, are divided as to whether the benefits outweigh the costs. Their … Continue reading
Family Limited Partnerships Seen as Next Big Thing in Wealth Planning
FLP structures allow assets to be given away whilst the settler – such as a parent – keeps control of the trust. A gift will be exempt from inheritance tax so long as the donor survives for seven years after … Continue reading
Risk Appetite Models Face Ultimate Test
The desire for risk exposure is currently at historic lows. According to State Streets global investor confidence index that was published recently and which is measured using changes in actual allocations to equities, institutional confidence declined sharply in September, falling … Continue reading
Forex Trading: No Longer Just For Professionals
And wealth management firms have also grasped that playing the currency markets can save their clients money and add an additional slice of returns. And the trend is also proof that enthusiasm for alternative assets has further to run. Last … Continue reading
Picking the Best Wealth Advisor is a Daunting Challenge
In fact, amid the chill winds of the credit crisis, making the smart choice looks particularly daunting. Certainly, the wealth management industry as a whole needs to do a stronger job of helping actual and potential clients choose the advisory … Continue reading
Recruiters Say Wealth Managers Win High Pay Deals Despite Credit Crunch
As far as Piers Thynne of Thynne & Co, is concerned, the war for talent is greater than ever. Many firms have raised the bar on quality and are still very happy to pay for talent, he told WealthBriefing. It … Continue reading