Structured Notes are complex products for sophisticated investors. They are not without potential benefits, but it is crucial to take time to learn about them and the risks involved – before investing.
We compiled the withholding tax rates applied to foreign stock dividends, across several countries. We highlight instances where US-domiciled ETFs may actually still be relevant, despite a 30% or higher withholding tax rate.
Having investable assets of $5 million or more will likely qualify you to start a Private Banking relationship. But what are the advantages of setting up a Private Banking account?
For Global and US stocks, stick with low-cost passive mutual funds & ETFs. For exposure to non-US stocks, emerging markets and corporate bonds, do consider cost-efficient actively managed mutual funds.