“Quote, unquote” – managing well-diversified portfolios with non-traditional assets

These days, investment portfolios reflect the often global and complex lives which the HNW and their families live.  Non-traditional assets such as global real estate, private equity – regulated and non-regulated – and securitisation vehicles are becoming …

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#Success in #Relocation: motivations for HNW relocation

European HNWs are increasingly becoming internationally mobile and over a quarter are already planning their next move. Yet in spite of these widespread aspirations to relocate, the specific drivers for moving abroad are diverse. For 37% of HNW relocators, career progression is the most influential factor, followed closely by lifestyle reasons. Professional development is important […]

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≠Success in ≠Relocation: the cross-border agenda

Relocation, whether for work or for leisure, can be an exciting yet stressful time for high net worth (HNW) individuals. Our latest research explores the objectives, attitudes and expectations of these individuals ahead of relocation. Their concerns and motivations vary and …

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