Are you passionate about finance and love to advise? Becoming a wealth manager could be the opportunity you’ve been waiting for all along. On the other hand, questions are multiplying: How do I become one? What skills do I need?… Read More »How to become a wealth manager: everything you must know!
2024 proved to be a significant year for the global economy and financial markets. It marked significant growth, particularly in the sectors of cryptocurrency and monetary policies, which impacted worldwide financial trends. Global growth stabilized at around 3.2% in 2024,… Read More »2024 review : Key points to remember
Wealth management, which is essential for high-net-worth clients, is a field that requires highly specialized and increasingly complex expertise. Long-term planning is needed to navigate the various challenges facing the financial markets effectively. Today’s wealth managers face several challenges in… Read More »Wealth management in 2024: what are the challenges?
For any start-up management company, choosing the location of its headquarters is a crucial decision that can shape its future. This strategic location must provide fertile ground for growth, innovation and prosperity. This is precisely what Geneva, rightly dubbed the… Read More »Top financial hubs for a management company: Geneva (2/3)
Every management company faces a crucial decision at its very beginning: where to establish their headquarters to optimize growth and meet opportunities. The choice of a financial hub can significantly impact the success of a management company. From access to… Read More »Top financial hubs for a management company: Singapore (1/3)
Cryptocurrencies have captivated the global financial ecosystem, presenting lots of opportunities and challenges for high-net-worth individuals, investors, and management companies. However, the volatility of these currencies is still a common question. Experts in the subject can only partially predict the… Read More »Crypto: the truth about market manipulation
The confrontation between traditional asset managers and the rise of artificial intelligence is becoming increasingly apparent. With AI algorithms increasingly capable of analyzing vast amounts of data and making investment decisions in milliseconds, asset managers are facing both threats and… Read More »Asset managers vs AI: what’s really happening?
The growing presence of Fintech platforms and apps is revolutionizing wealth management and how clients engage with their finances. From intuitive investment tools to personalized financial planning at the touch of a screen, these technological advancements are the future of… Read More »Fintech and wealth management: The winning combination
In the current financial landscape, there’s a movement transforming the investment landscape: the green revolution. It’s no longer just a trend; sustainable investments have taken center stage, especially among High Net Worth Individuals (HNWIs) and discerning investors. Here’s why they… Read More »The Green Revolution: Why Sustainable Investments Are the Future
One investment avenue has maintained its allure through centuries of economic shifts and technological advancements: precious metals. Whether it’s gold, silver, or platinum, these metals have consistently held a special place in investors’ portfolios. Let’s delve into the reasons behind… Read More »Precious Metals: Enhancing Your Portfolio’s Value
As a renowned international financial center, Geneva is at the forefront of responsible investment. Investors from all over the world see this Swiss city as a gateway to opportunities that combine profitability with positive social & environmental impact. Responsible (or… Read More »Trends in Geneva : Sustainable Investment.
The Swiss wealth management industry represents the place where excellence and precision meet to shape clients’ financial futures. When it comes to protecting or developing your assets, a Swiss management company stands out for its expertise and absolute commitment to… Read More »Swiss Management Companies: Leaders in Wealth Management.
