Maximising Value Through Excellence

Category: Financial Planning and Strategy

March 13, 2017
What is FinTech and how can it help investors?

Financial technology – or FinTech – is dramatically transforming the financial services landscape. But how can investors benefit from the rise of FinTech?

December 23, 2016
The top wealth management trends for 2017

The wealth management industry is expected to go through a number of changes in the new year, but what will be most notable trends?

November 4, 2016
Are wealth managers ready for a tech revolution?

The wealth management landscape is changing rapidly, but are professionals ready for the demands of a new breed of investors?

June 14, 2016
New wealth management strategies key for women and millennials

The findings of a new report have highlighted something we've known for some time at Affinity Capital – wealth management firms must tailor their strategies to best serve the next generation of investors. Boston Consulting Group's (BCG) 2016 Global Wealth study, 'Navigating the New Client Landscape', revealed that women and millennials are two emerging demographics […]

March 29, 2016
Robo advisers: Industry game changer or flavour of the month?

FinTech companies seem to be in the ascendency, as they look to disrupt monolithic financial services firms by taking advantage of the latest IT developments and a new breed of tech-savvy investors. Recent research from PwC showed 95 per cent of banks feel they could lose important parts of their business to standalone FinTech competitors. The […]

December 8, 2015
Are you prepared for multigenerational investors?

Every child is born into a world that is vastly different to the one in which their parents arrived. This is particularly true over the last 100 years, as technology continues to revolutionise almost every area of our lives. With each generation comes a new set of priorities, attitudes and values, which are guided by […]

September 2, 2015
WHITEPAPER: Do you know the world’s best locations for wealth preservation?

There are a number of destinations across the world where favourable tax rates and an attractive regulatory environment support wealth preservation.

January 1, 2015
Tax havens: Jersey

Jersey is a popular tax haven among high-net-worth individuals and organisations that are looking to reduce their tax liabilities.

December 5, 2014
Tax Havens: Guernsey

Guernsey is one of the most popular tax havens in Europe for people looking to preserve their wealth. Read on to learn why.

November 8, 2014
Tax havens: Malta

Malta has a number of attractive tax incentives to lure high-net-worth individuals. Read on to learn more about the Mediterranean island.

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