wealth management

Are you ready for the new wealth management landscape? Key insights for 2025 | Mint

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As the global landscape of wealth management evolves, so do the expectations of affluent investors. Now, in early 2025, the focus has shifted towards a more nuanced and diversified approach, with high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNIs) seeking a broader array of services to manage and grow their wealth effectively. Core expectations – tailored … Read more

Managing finances across borders? Finding the right collaborators is crucial.

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Receiving an inheritance can be complex, especially if it involves cross-border transfers. Diya (name changed), a 60-year-old woman, found herself in a difficult situation when her father passed away in February 2023. She had dual US and Norway citizenship and an Overseas Citizen of India (OCI) card, and had been living in Norway with her … Read more