Q4 2019

www.wealthandfinance-news.com 2 Wealth & Finance International - Q4 2019 4. News 6. Emotional Economics: The Challenges of Mixing Love and Money in Family Businesses and Legacy Families 10. Extraordinary Success in Open-Ended Real Estate Investment 12. House of Investment: Your Expert Partner in Cross-Border Investment Management 14. Castle Hall Diligence – Due Diligence. Solved. 16. Slovenian mBills Pioneering with the Next Step in Mobile ePayments 18. Nevada’s Leading Retirement Planning Firm 20. Paving the Silk Road to Success 22. Castle Corporate Finance Ready to Scale New Heights 24. MarketFinance Set to Transform Business Lending Industry 26. Increasing the Ability to Pursue New Revenue Streams 28. ESG is Moving Into the Mainstream but Challenges Persist 30. Ten Questions You Should Be Asking Your Investment Manager 32. Xpeng Motors Announces US $400 Million Series C Capital Funding 14 28 Editor’s Comment Welcome to the Q4 edition of Wealth & Finance International Magazine. As always, every issue we endeavour to provide fund managers, institutional and private investors with the very latest industry news in the traditional and alternative investment spheres. It wasn’t too long ago that the world seemed on the edge of an ‘imminent’ recession, escalated on the back of trade wars, Brexit uncertainty and unrest. While all of these are very much still a part of the daily news cycle, markets have remained resilient. Indeed, as of writing, we’ve just had one of the largest ‘Merger Mondays’ for some time. A good sign, even if the idea of a recession hasn’t exactly receded from view. The world ticks on. Deals are still secured. Business carries on regardless. Within this issue we’ve spotlighted just a few of the last quarter’s deals, recruitment news, and the latest research from State Street Global Advisors. Meanwhile, Aspen Consulting Team are our cover story for this edition of the magazine. In their own words, Thomas and Edgell Pules explain their exceptional work helping successful families flourish by addressing major financial and emotional concerns. Read inside to find out more. Whatever the next decade brings, the world of wealth and finance will surely tick on, new deals with be created, new talent will emerge, and innovation will serve as the key to overcoming whatever challenges lie in wait. Here at Wealth & Finance we sincerely hope that you enjoy reading this issue and, as always, we look forward to hearing from you. Laura Brookes, Senior Editor [email protected] +44 (0) 20 3970 0082 AI Global Media, Ltd. (AI) takes reasonable measures to ensure the quality of the information on this web site. However, AI will not assume any legal liability or responsibility for the accuracy, correctness or completeness of any information that is available through this web site. If errors are brought to our attention, we will try to correct them. The information available through the website and our partner publications is for your general information and use and is not intended to address any particular finance or investment requirements. In particular, the information does not constitute any form of advice or recommendation by us or any of our partner publications and is not intended to be relied upon by users in making or refraining from making any investment or financial decisions. Appropriate independent advice should be obtained before making any such decision. Any arrangement made between you and any third party named in the site is at your sole risk and responsibility. Contents