There are many reasons why you could be looking for a wealth manager. Perhaps you have just come into an inheritance and are looking for a reliable wealth manager. Perhaps you are not happy with your existing banker and are looking for a change. Or, you don’t want to keep your assets in a current account any more, and need help. Most people do not have the faintest idea on how to go about this properly. ... more

The total cost of wealth management is the single biggest lever you as a client can influence to boost the performance of your portfolio. However, because of lack of knowledge, most clients do not fully explore the possibilities for cost reduction. Our wealth guide analyzes the reasons and tells you how to get in control of your costs.... more

It is critical to identify the right asset allocation for you. The correct mix of assets depends on your financial personality. Your financial personality is defined mainly by your financial goals, your risk tolerance and your psychological ability to cope with uncertainty. You have to identify if your financial personality type is conservative, balanced or long-term oriented. You could also be a combination of these types. ... more

It is definitely possible to make money through investing in top wines; however, it is certainly not as easy as is often suggested. Well known financial market-rules and risks do apply to wines also, sometimes even more so. You might have heard that the wine market is generally moving up? Not true at all! ... more