OneLife’s year-end Digital Fireworks!
November 20, 2017
In 2016, OneLife embarked on a digital transformation journey making it one of the early movers in an area where man and machine are increasingly interacting to improve customer experience. Since then, a number of initiatives have been delivered as per the roadmap, with still more to follow in the coming months and …
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≠Success in ≠Relocation: the mind of a HNW relocator
November 16, 2017
HNWs’ financial needs are constantly changing depending on personal objectives. Add to the mix a move across borders and things can get complicated. Wealth managers must ensure they are aligned to an individual’s goals and avoid adopting a ‘one size fits all’ approach when offering solutions to their clients. In our most recent research, we identified various types of …
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The ISF is dead – long live the IFI?
November 15, 2017
Between 17 October and 10 November, France’s National Assembly, the lower house of parliament, has been examining the country’s finance bill for 2018. The bill introduces a new final flat tax (Prélèvement Forfaitaire Unique or PFU), applicable to all savings and investment accounts, including life assurance on a retroactive basis from 27 September, 2017. While […]
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