In this video which is part of The BFSB Interviews 2023 series, we speak to Paul Winder, Global Head of Wealth Planning, Deltec Bank & Trust Limited.
In this interview Winder ponders a range of vital investment questions, including an exploration of the different investment needs across the generations within families.
Click here or on the image below to view the video.
Eric Sturdza Investments launches Strategic Vietnam Prosperity Fund
Eric Sturdza Investments, an independent asset management firm providing active strategies to institutional and professional clients, has launched the Strategic Vietnam Prosperity Fund, providing exposure to an Asian equity market that is "poised to record significant economic expansion". In a statement on 13 December, it said Vietnam benefits from the trend in China, and globally, […]
How to get visas for EU countries - and how much money is needed
The majority of UK nationals who are considering acquiring a holiday home in Europe, or those who might want to go a stage further and retire there, will quickly realise the most noticeable change in the relationship between the UK and the EU since Brexit is how restricted we are now in entering the EU, […]
Evelyn Partners launches financial planning graduate programme
Evelyn Partners has launched a financial planning graduate programme, which will welcome its first cohort in September 2024. In a statement on 3 January, the wealth management and professional services group said the scheme will teach recruits how to build relationships with clients, assess their complete financial position, build flexible plans and provide appropriate recommendations […]
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