New transposition date
February 28, 2018
The Commission has confirmed the delay in transposition to 1 July 2018. However, the application date remains unchanged: 1 October 2018. Given that the European Parliament and the Council are not expected to adopt the Amending Directive before March 2018, the delay will apply retroactively from 23 February 2018. To know more, get a grasp […]
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Wealthy Wanderers And Their Needs
February 22, 2018
From our recent research of 770 European high-net-worth (HNW) investors, an interesting segment of clientele emerged – Travellers. Any wealthy wanderers who have relocated more than three times fall into this category, with an average of five relocations over their lifetime. They are generally younger and more financially successful than the overall sample, perhaps due […]
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Managing Wealth For The Jet-Setters
February 15, 2018
As international relocation becomes a lifestyle for high-net-worth individuals, wealth managers must adjust to the needs of these global jet-setters. Our most recent research involving 770 wealthy individuals found that only 8% of relocators felt their wealth managers were helpful in the process. As a result, 41% of millennials would have no reservations about changing […]
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