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Wealth management for entrepreneurs requires special approach
- Alexandra Cain
There are entrepreneurs and then there's the rest of the world. This is absolutely the case when it comes to wealth management.
Making money from non-mainstream assets
- Alexandra Cain
An investment in alternative assets can assist to smooth the bumpy ride on which markets are taking investors. They are especially useful for high-net worth individuals who often have a relatively more sophisticated approach to investing, compared with the average retail investor.
How private bankers court the super rich
- Brendan Swift
The world inhabited by high-net worth individuals has always been an exclusive one. It is a place where money buys you entry but a private banker may also bring you privilege.
Planning for the latter years
- Brendan Swift
Time is often a friend to high-net worth investors marking experience and growing wealth. But it also brings challenges: personal health begins to decline and thoughts eventually turn to the next generation and their potential role in managing the family's wealth.
Finding the right wavelength with rich women investors
- Alexandra Cain
High or low net worth, male or female - financial services companies need to take the time to meet investors' needs individually