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Sumit Selli's Wealth Management Blog

Popular Myths Surrounding Wealth Management

Popular Myths Surrounding Wealth Management

Getting in touch with a financial adviser can benefit many people. It can help them better understand their financial situation and develop a plan to help them manage their money. A good adviser will also help you identify areas of concern and create a strategy that...

Maintaining Wealth Through Generations

Maintaining Wealth Through Generations

A study by the Williams Group found that around 70% of wealthy families lose wealth during the second generation, and about 90% go through the third generation. With these statistics, it's no wonder people are starting to think about their financial future. A report...

What Is a Wealth Strategy?

What Is a Wealth Strategy?

Depending on your interest level in the financial sector, you may or may not have heard of the term wealth strategy. As the name suggests, a wealth strategy is a plan or timetable for building wealth. Now, there’s quite a lot that goes into this term. It incorporates...

Trends in Wealth Management

Trends in Wealth Management

Every industry has trends that come and go. This is true even in the financial sector, where new tools, technologies, and innovations can alter how we look at long-term investing. While it isn’t always possible to predict these trends, one can detect the ones most...

An Introduction to Investing in Space Travel

An Introduction to Investing in Space Travel

The UK Space Sector is growing exponentially, leaving people with more opportunity than ever when it comes to finding room for investment goals. According to London Economics, the average growth rate has been almost nine per cent a year. That raises the question - how...

Tax Structuring and Saving Tax Explained

Tax Structuring and Saving Tax Explained

Tax season is arguably one of the most stressful times of the year. People and businesses alike worry about whether or not they have filed correctly, how hard they will get hit, and if they missed any critical deadlines or paperwork. In the UK alone, there are several...

Family Office Investment Growth and Diversification

Family Office Investment Growth and Diversification

Family offices are becoming more popular by the day, and with that rise comes increasing research into growth and diversification. Family offices are privately-owned corporate structures that handle investments and wealth management, specifically for one family or a...

Businesses Bouncing Back From the Pandemic

Businesses Bouncing Back From the Pandemic

2020 brought with it many hardships, not least of which being the pandemic itself. COVID-19 hit the business world hard, forcing many to close, while countless others struggled to adapt to a remote working environment. Now, near the end of 2021, many businesses are...

The World of Finance is Going Paperless

The World of Finance is Going Paperless

Technology is rapidly changing the game, with most businesses finding ways to go as paperless as possible. Now, that even includes the world of finance. Even a decade ago, this idea might have seemed impossible, but now it is merely inevitable. There are many factors...