Asset Management

Why do assets stay unclaimed?

Why do assets stay unclaimed?

What are unclaimed assets? When a legal event occurs that mandates that assets are passed on to another person or entity, but that transfer of ownership does not take place, those assets are known as ‘unclaimed assets’. They are different from ‘abandoned assets,’...

Asset management companies

Asset management companies

What is an asset management firm? An asset management company/firm, also known as an investment management company/firm, is a company that invests a pool of investors’ funds into investment vehicles, most commonly company stocks, bonds, and other types of securities. ...

Legacy wealth management

Legacy wealth management

What is legacy wealth management? Legacy wealth management is a financial planning and management process that aims to achieve certain financial goals. These goals are individual for every user. Some people want to enjoy financial independence during their retirement,...