Wealth rarely survives three generations – but it is possible

More than 90% of wealthy families will fail to transition the wealth past the third generation. This fundamental truth seems to transcend both time and cultural boundaries. As proof, the multi-cultural wealth manager will quickly find ...

Research: gender is more important to clients than to their wealth managers and advisors

In December we published a report on female wealth creation, alongside our partners Wealthmonitor and Clearview Financial Media. I was particularly interested to see that the research showed not just that gender was important to ...

Global trends in female wealth and entrepreneurship

In December we published a report on female wealth creation, alongside our partners Wealthmonitor and Clearview Financial Media. To me, one of the most encouraging and interesting parts of the report was the section on trends in wealth ...

Critical empathy: structuring advice for women

Wealth structuring is the process of properly using companies, trusts, foundations, and other arrangements to control assets in the best interests of their owners or beneficiaries. It is about helping wealth creators control liability, ...

Winning Women: Key Insights for Wealth Firms Targeting Today’s Dynamic Female Clients

A ground-breaking new research report examining female wealth creation and how well women are catered to by advisory firms has been unveiled by ClearView Financial Media, publishers of WealthBriefing, in association with Boston Multi ...

Why GCC wealth managers need to know about the Isle of Man

Like many other Irish and British expats living in the GCC, I can appreciate the value of living somewhere other than the place you grew up. Making a new life and career for yourself half way across the globe helps provide perspective, ...