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HNIs

4 Steps to Analyze a prospective HNW Clients Portfolio

Imagine this: After you have completed a productive meeting with your HNW clients, s/he hands you over their investment portfolio to get a quick analysis of what you think. This is crucial because your research will play a big part in convincing them to hire

Why are more Middle East Family Offices focusing on transition?

Family offices are currently driving a substantial portion of economic growth in the Middle East. These specialist teams manage the wealthiest families globally and have made their mark over the last 20 years.  However, unlike blue-chip investment firms, family offices in the Middle East stay

How to Sell Insurance to High-Net-Worth Clients Effectively?

When it comes to selling insurance, high-net-worth clients are considered the Holy Grail by financial advisors. While this lucrative market largely remains unknown to most, it is what can make the difference in a financial advisor’s annual income and overall lifestyle.  To facilitate this growth,

10 Types of Investors that Seek Investment Advice

10 Types of Investors that Seek Investment Advice

Every investment advisor needs to have a calm outlook when turning prospects into clients. If you have an intense demeanor that screams, “it’s either my way or the highway,” then you are on the right blog.  Much like everything else in life, investment is not

Why Succession planning is necessary

Why Succession Planning is a Necessity for your HNW Clients?

In today’s high-net-worth world, succession planning is no less important than having a financial advisor; any advisor worth his/her salt will inform their clients about it. Ensuring how your client’s wealth will pass on after them should be prioritized, and it is probably the best