Naturally, a lot of people focus on building their wealth and maintaining a certain lifestyle but often forget the importance of ensuring our children have a suitable financial understanding and responsibility. Providing financial education for children is so important!There are, of course, many problems that...
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We all know what a regular financial review is, right? It’s a staple of the advisory and wealth management business. Once a year, every six months, or once a quarter, financial advisers sit down with their clients and debrief them on how on target their...
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Thinking about retirement already? Chances are, if you’re reading this, you’re an expatriate in a low-tax jurisdiction. Lower taxes mean more income that you can use to build a secure financial future. So, when should you start thinking about retirement? When should you start saving/investing...
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How to pay off debt is one of the most common questions I get asked as an adviser.“How did you go bankrupt?” “Two ways, gradually and then suddenly”- Ernest Hemingway, The Sun Also Rises.In this famous quote, the influential 20th-century author, in one of his most...
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Expatriate Life in Dubai What are expats in the UAE most concerned about when it comes to their finances? What is expatriate life like in Dubai?We really wanted to know.You see, our motto is to create personal success stories with you at the very heart of...
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“Let the Good Times Roll” by legend B.B King. It’s a great song.– but it recently got me thinking.I can’t quite believe I’m saying this, but the sentiment in the song is the crucial problem that we have to address as financial advisers, and as...
Read MoreGlobal financial advisory and wealth management firm, swissglobal, has today launched its new “concierge by swissglobal” service proposition to offer all clients a tailored approach to financial services optimisation.swissglobal will take a hyper-personalised consultative approach to on-going financial and long term wealth management delivery to...
Read Moreswissglobal Funds Middle East’s only elite-level incubator for handpicked young golfersGlobal financial advisory and wealth management firm swissglobal has taken on the role of official sponsor for the Emirates Golf Club Junior Elite programme. The initiative is the Middle East’s only elite-level incubator for handpicked,...
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It’s a digital world and businesses are embracing digitalisation as a way of reaching new audiences, streamlining internal processes and creating new relationships. Digitalisation is now a buzz word.But what is digitalisation, and what does it do? The word is almost a catch-all; and means...
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swissglobal supercharges skills development through high-powered training series for global teamsGlobal financial solutions provider swissglobal is holding a high-powered learning and development series for its teams across Europe and the Middle East.The training focuses on leadership and employee development. It pays heed to the soft...
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Financial solutions provider swissglobal has announced the acquisition of insurance solutions provider Premium Insurance. The acquisition furthers swissglobal’s momentum as the brand accelerates its footprint in regional markets across the Middle East.Premium Insurance has served a roster of international clients through its UAE base to deliver a...
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swissglobal Group eyes acquisitions worldwide with focus on Middle EastFinancial solutions provider swissglobal is eyeing M&A opportunities in markets across the Middle East as it seeks to supplement rapid organic expansion with strategic acquisitions.The strategy comes as the financial services and wealth management brand expands...
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Financial solutions provider swissglobal has hired a new Head of Marketing and Communications as it ramps up operations in response to market demand for Swiss-grade financial solutions in the Middle East.Kate Francis has joined the team at the firm’s Dubai offices, bringing with her years...
Read MoreThe Bank of England’s recent announcement that interest rates are to be kept low for a few more years is another real kick in the teeth for savers, who have lost out on billions since the UK base rate was dropped to 0.5 per cent back in...
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