• About
  • People
  • News
  • Events
  • Careers
IQ-EQ
  • Funds & Institutional
  • Private Wealth
  • Corporate
  • Insights
  • Locations
  • Contact us
Search
  • Funds & Institutional
  • Private Wealth
  • Corporate
  • Insights
  • Locations
  • Contact us

Peter Unwin

Recent Posts

HubSpot-Pete2

17 Dec 2018

Case study: PTC solution for a GCC family with international interests

First Names Group was approached by a GCC family to establish a sophisticated and efficient operating platform to facilitate a range of international investments, both business and personal. Here I provide the details of our bespoke solution to meet...

HubSpot-Pete

08 Nov 2018

Balancing influence and substance for Middle Eastern clients

Given the continuing political instability in the Middle East, wealth preservation remains a top priority for many Middle Eastern families and individuals; both in terms of immediate asset protection and long-term succession planning.

In such...

Pete - Middle eastern clients

04 Sep 2018

Structuring no longer ‘one size fits all’ for Middle Eastern clients

When it comes to fiduciary services, leading international finance centres Jersey and Guernsey have long been ‘jurisdictions of choice’ for wealthy families and individuals in the Middle East. And with the successful launch of the Jersey Private...

Pete - Middle eastern female

31 May 2018

Meeting the client service needs of the modern Middle Eastern female

In the Middle East, we are seeing a marked increase in the number and prominence of female private clients; affluent women who want more input and influence over their own finances and future.

Load More

Insights

Recent news

21 Jan, 2019
How private client philanthropy is evolving across the globe

What does the future hold for private client philanthropy? We have witnessed a marked shift in...

09 Jan, 2019
Gendered client service: segmentation or soft skills?

As the number of ultra-wealthy women and the percentage of private wealth held by women continue to...

07 Jan, 2019
The revival of the employee benefit trust in Asia

Speaking at the Independent Wealth Management Forum in Hong Kong on 30 October, director James...

IQ-EQ
  • About
    • About IQ-EQ
    • Our CSR efforts
    • Affiliations
  • Careers
    • IQ-EQ careers
    • Training programmes
    • Job opportunities
  • More
    • Locations
    • Legal and compliance

Subscribe to receive news Sign up

  • Linkedin
  • Facebook
  • Twitter
  • Instagram

© IQ-EQ

  • Policies
  • Statements
  • Complaint Handling Procedure