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 you as their new financial
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 away from media attention. This
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, we will look at what
