The most stylish of modern wealth managers
March 24, 2017
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…
More
What are HNWs’ formulas for success ?
March 21, 2017
High net worth (HNW) clients are all very different from one another – their requirements are constantly changing, and their financial complexities tend to
More
An analysis of the varying legal positions across Europe
March 17, 2017
What happens to the rights of policyholders in cases where their death does not lead to termination of the contract?
In a life insurance policy, the policyholder and the insured can be different people. While this configuration may seem strange and even unheard of in certain jurisdictions, the structure is indeed theoretically possible and can be effective when it comes to estate services.
The early death of the insured raises no disputes. However, there is a very different discussion if the policyholder should die first. What becomes of the rights held by the policyholder, and who will be able to exercise them in future? Who will go on to manage the policy, implement surrenders or even amend the beneficiary clause?
More