Unit-linked life insurance as a wealth planning solution for Spanish investors

A “unit-linked” product is an insurance contract under which the policyholder bears the full investment risk of the underlying financial assets of the policy. Therefore, under “unit-linked” products, the performance of the investments is not guaranteed by the insurance company in the short-, medium- or long-term.   The “unit-linked” product allows policyholders to combine in […]

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Latin America’s sleeping giant

When it comes to Latin America, Brazil is the giant of the region. Its prominence is the result of a combination of factors such as continental dimensions, diversified natural resources, a huge consumer market and the list goes on. In the 2000’s, the economy profited from global growth and high demand for its commodities. Such […]

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≠Success in ≠Relocation: great expectations of a HNW relocator

Did you know that HNWs under 35 are those most likely to expect Life Assurance to be available through an international wealth management proposition?     Life assurance is one of the core services European investors expect to be available through an international wealth management proposition. Online banking tops the wish list for relocators wanting […]

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