In Investment Management, Luck is by far one of the most important factors. It is second only to the withdrawal rate for influencing the portfolio life. In the investment community, we generally ignore it. Many advisors feel uncomfortable conceding that the success of an investment plan has more to do with luck than their talent … Continue reading Are you Wealthy or just Lucky?
Knight Frank has recently published its 13th Edition of The Wealth Report. In this report, the 2019 Knight Frank City Wealth Index takes on a microscopic view on the performance of the world's leading cities to reveal the top 20 cities in the wealth, investment and lifestyle categories. Moving in an upward trajectory, Asia has … Continue reading Which City topped the chart in New Knight Frank Wealth Report?
A study done by JD Power indicated that only 1 in 5 customers feel that their bank representatives have spent enough time identifying their specific needs before offering products and services. This correlates to the 69% trust level reported by the customers’ whose needs were met compared to 43% of trust level from customers’ whose … Continue reading Private Bank Clients Leaving For Better Services