A leading provider of expat financial services and wealth management services across Asia.
For some of us it is hard to believe, but this year marks the 30th anniversary of the 1987 stock market crash. Stock market losses were so great on Monday 19th October that it has since been known as Black Monday. The Dow Jones fell 22.6%, which remains remains the biggest percentage drop in a…
This cautionary tale will resonate strongly with women from the UK born in the 1950s, many of whom have taken to social media and supported petitions to the government to express their anger at the sudden changing of goalposts by the UK government, the country’s biggest pension provider. It also shows that relying on anyone…
Increased life expectancy, a falling birth rate and the coming of retirement age of the baby boomer generation are all contributing to the need to raise the state pension age as the old age dependency ratio, defined as the ratio between the number of people aged 65 and over and no longer working as a…
Seven reasons why regular saving should be your new year’s resolution! In our consumerist world where you are incessantly invited to spend, spend, spend. Saving can seem deeply uncool, but when you find out all the benefits that you can achieve by saving, you’ll realise that this is one new year’s resolution that really could transform your…
Our consultants sometimes get asked this question by people who make the assumption that a financial adviser is something reserved for the filthy rich who have so much money that they need a dedicated person to look after it. Yes, those clients exist but the vast majority of our clients are ordinary people, just like…
Many expats come to Asia on generous salary packages and often they benefit from tax advantages too which means that they have an unparalleled opportunity to accumulate significant wealth while they are working abroad. If you are in the fortunate position to have increased your disposable income as a result of moving to Asia, don’t…
Do you have difficulty thinking about your retirement? Does the world of no more work, endless spare time and unstructured days seem completely alien to you? If you’ve answered yes to those two questions, you’re not alone. Plenty of my clients, working busy jobs and with infinite pressures on their time, simply cannot imagine a…
Do you have difficulty thinking about your retirement? Does the world of no more work, endless spare time and unstructured days seem completely alien to you? If you’ve answered yes to those two questions, you’re not alone. Plenty of my clients, working busy jobs and with infinite pressures on their time, simply cannot imagine a…
According to figures from Macmillan Cancer Support, one million people in Britain have been involved in a family feud caused by a relative dying without having written a will, and 200,000 of those claimed that their family had been broken up as a result. Grieving for a loved one is a horrible enough process without…
Donald Trump’s surprise election win took many people by surprise. Somewhat predictably, the markets went into a bit of a tizzy in the immediate aftermath of the result but by the end of last week they had bumped right back up and were at record levels with the S&P 500 reporting a 3.8% gain over…