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Wealth Management, Women Investors

Women & Wealth
management:
Is money still taboo?

Women have made tremendous progress in the last fifty years, but there is still one topic that many still consider taboo: money. Thou shall not speak of money Compared to men, women remain far more reluctant to talk about their finances. This inaction not only undermines their investment and savings potential, but it could trigger […]

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CEO, Find A Wealth Manager, Wealth Manager, Private Bank , Asia

Why do wealthy investors choose Asia Private Bank?

High net worth individuals (HNWs) are increasingly global. Business interests abroad, to investments, future planning, family, tax planning, and international property investment, are all commonalities amongst HNWs. Home country tax and legal complexity unsuited to the individual’s situation is another common denominator. As a result, a HNW’s financial horizon clearly extends well beyond ‘home’ country borders. […]

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Robo-Advisor, Traditional Wealth Management, Wealth Management Fees, Wealth Manager

The bottom line on wealth management fees (and the value they represent)

Traditional wealth management fees have come in for criticism recently, but investors need to appreciate both sides of the debate, argues Lee Goggin, Co-Founder of findaWEALTHMANAGER.com. Wealth management fees have been high on the media agenda. The rise of robo-advisers and DIY investment platforms have made cost-effective, entry-level investing a reality; there has also been […]

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Equities, Funds, Investment, Portfolio, Risk, Wealth Management, Wealth Management Strategy

The risks and restrictions of investing solely in funds

Fund investors cannot become complacent and should recognise the restrictions and hidden risks associated with collectives, explains Lee Goggin, Co-Founder of findaWEALTHMANAGER.com It’s only human nature to want to reduce complex things to simplistic formulas and to try to fend off uncertainty with (reductionist) received wisdom. But often doing the “right” thing can lead to […]

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