March 30, 2017
OneLife will soon be ready to launch its capitalisation contract product designed for Finnish legal entities. Due to the impact of Finland’s inheritance tax rules, capitalisation contracts are generally recommended only to legal entities, while life assurance products, such as Wealth Finland, are recommended to private individuals.
Capitalisation Finland complies with Finnish law while benefiting from theMore
March 29, 2017
Amongst the 604 HNWIs we spoke to in our most recent study ‘The Many Hats of the Modern Wealth Advisor’, more than half hold investments in life assurance. These respondents pinpointed this investment vehicle as particularly pertinent when considering …More
March 27, 2017
Wealth managers must be prepared to offer clients a holistic solution – someone who can act not only as their financial expert, but also their counsellor, their teacher and their planner. Someone ready to listen before he gives you any advice. When we asked 604 wealthy European investors what factors contributed most to their current wealth levels, we uncovered …More