Planning

  • myWEALTH

What’s the right time to retire? That depends on you

The right time to retire is a deeply personal decision. There is no magic number for the level of wealth…

4 months ago
  • myWEALTH

Estate planning: Why nominate an executor?

If you are getting started with your estate planning and are worried about your last wishes being properly carried out,…

5 months ago
  • myWEALTH

Family businesses: the impact of succession on your wealth

Transferring the ownership of a family business comes with emotional complexities, but also with real-world financial and legal implications. The…

8 months ago
  • myWEALTH

Financial conversations to have with your family

Conversations about money do not usually come easily. There is a squeamishness about discussing wealth, and undoubtedly money can alter…

11 months ago
  • myWEALTH

Contesting a will

As family structures become more complex, the potential for an inheritance to be contested grows. In a web of second…

3 years ago
  • Children

What are the options for financing children’s studies abroad?

University is becoming an increasingly expensive business as governments continue to scale back their financial support for further education, leaving…

6 years ago
  • Investment
  • Management
  • myINVEST
  • Planning

myVIEW: Don’t go out of tune

Yves has had to rely on his bank on several occasions to support his music career and real estate projects.…

6 years ago
  • Investment
  • Management
  • myINVEST
  • Planning

myVIEW: Be Select – especially when it comes to my bank!

Yvette, who is passionate about travelling, reading and learning foreign languages, has been teaching French and German to international children…

6 years ago