No dunce’s cap for HNWs : they are thirsty for wealth knowledge!
April 5, 2017
wealth managers have the privilege of speaking to some of the wealthiest, most successful and inspiring individuals in the world. Becoming a part of their financial discovery and putting on a Teacher’s hat is not a role that should be taken lightly.
And this is an area clients themselves place a lot of…
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“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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