HNWs can identify their formulas for success at the drop of a hat.
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 …
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Belgium : new regulation in the Flemish Region (VLABEL)
March 24, 2017
Since 1 January 2015 and the transfer to VLABEL of fiscal powers regarding inheritance tax and part of the registration fees, intermediaries and insurance companies, lawyers and financial planners, and of course Flemish citizens seeking to structure their assets, have acted in line with decisions published by the Flemish tax …
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The most stylish of modern wealth managers
They say one must wear many different hats in order to be successful. Those who can adopt numerous roles are often those best prepared to tackle unexpected situations.
Our upcoming paper ‘The Many Hats of the Modern Wealth Manager’ explores this very concept. We began by asking 604 European HNWIs from six different countries about their reliance on wealth managers when making financial decisions. For almost half of these HNW individuals, their wealth manager is…
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