Invest Offshore

Tag: Wealth managers

  • KYC, Transparency and Duty of Care in Wealth Management

    KYC, Transparency and Duty of Care in Wealth Management

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    by

    Aaron
    in

    Asset Protection is Duty of Care Duty of care is a legal obligation that requires wealth managers to act in the best interests of their clients and exercise a reasonable standard of care and skill when managing their assets. This duty encompasses a wide range of responsibilities, including providing sound investment advice, making suitable investment…

  • For Wealth Managers, Off Year Sparks Opportunity to Reignite Growth

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    Aaron
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    In a Rapidly Shifting Environment, Players Must Invest in Product Innovation, Advanced Analytics, and Digital Tools to Extend Reach, Personalize Service, and Differentiate Offerings, Says New Report by BCG BOSTON, June 20, 2019 /PRNewswire/ –With the steady rise in global personal financial wealth having come to a sharp halt in 2018, wealth managers must reinvent their business models…

  • Singapore Wealth Industry 2017 Sizing the Market Opportunity

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    Aaron
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    “Wealth in Singapore: Sizing the Market Opportunity 2017” analyzes the Singaporean wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets. Singapore is Asia’s pre-eminent offshore investment center, with 80% of the wealth invested in funds sourced from non-residents in 2015. However, the…

  • J.D. Power Finds Risks, Opportunities for Financial Advisors in Emerging Affluent Category

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    Aaron
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    [box]Charles Schwab & Co., Inc. Ranks Highest in Full Service Investor Satisfaction for Second Consecutive Year[/box] COSTA MESA, Calif., April 6, 2017 /PRNewswire/ — Emerging affluent investors—defined as Millennials1 with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor…

  • Tax Efficiency Drives Less than a Quarter of High Net Worth Offshore Investment

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    by

    Aaron
    in

    Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2% of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1% derives from HNW individuals seeking access to a greater range of investment options, according to financial services research and insight firm Verdict Financial. The company’s latest report…