Wealth Management Spotlight

podcast prioritize predictable earnings over AI
Wealth Management Spotlight

PODCAST | Why Investors Should Prioritize Predictable Earnings Over AI Hype

Levantine & Co-Managing Partner Attila Kadikoy speaks about why investors should prioritize predictable earnings over AI hype. Click below to…
sustained erosive risks vs catastrophic events
Wealth Management Spotlight

Protect Wealth Against Sustained Erosive Risks & Catastrophic Events

When considering protecting wealth, it is crucial to understand the dual threats posed by “Sustained Erosive Risks” vs “Catastrophic Events.”…
Wealth Management Spotlight

Estate Planning Lessons from the Springboks: Beyond Wills or Trusts

“Past performance is not indicative of future results.” This phrase is often repeated in finance, but one future event is…
sa non-doms face uk tax changes
Wealth Management Spotlight

SA Non-doms Face Tax Changes Now That Labour is in Power

Party’s Election Manifesto Outlines New Tax Model for Foreigners Living in the UK Internationally mobile individuals living in the UK…
investors must adapt tax regulations
Wealth Management Spotlight

Navigating the Future of Tax Regulations: Why Investors Must Adapt

In recent years, tax regulations have increasingly tightened, reflecting a global shift towards more stringent financial oversight. The G20’s recent…
entrepreneur wealth preservation
Wealth Management Spotlight

The Entrepreneur’s Dilemma: When to Shift from Wealth Generation to Wealth Protection

As wealth managers, we often encounter entrepreneurs passionately re-investing in their own businesses, driven by the belief that nothing else…
how to exit your business podcast
Wealth Management Spotlight

PODCAST | Setting Yourself Up for Financial Success After Exiting Your Business

Hot Business PODCAST interview with Atilla Kadikoy posted on 25 April 2024 on iono.fm. Topic: Setting yourself up for financial…
financial success after exiting your business
Wealth Management Spotlight

Setting Yourself Up for Financial Success After Exiting Your Business

This article was written by Attila Kadikoy and published on 23 April 2024 on IOL. Investors who have exited their…
protect generational wealth
Wealth Management Spotlight

Why does generational wealth fail to pass successfully through families?

Everyone dreams of creating a financial legacy to protect the generational wealth of their family. However, the reality is that…
legacy planning trusts high-net-worth individuals
Wealth Management Spotlight

Is your wealth protected for the future? Discover How Trusts Can Safeguard Your Legacy

Trusts are known as a solution for safeguarding your wealth and securing your legacy. However, the power of trusts remains…