“What is the hatter with you?”
April 3, 2017
Counselling. Not often a function closely associated to roles within financial spheres, but results from our recent thought leadership report ‘The Many Hats of the Modern Wealth Manager’ have proven the undeniable need for wealth managers to become guiding lights to their clients.
Wealth has a way of stirring up complex emotions – familial strains can…
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Coming shortly!
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 the
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When millenials tip their hats to Life Assurance.
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 …
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