The year 2025 will go down in financial market history as the year of a spectacular rise in the price of gold. By breaking through the symbolic barrier of $3,000 per ounce in March, then reaching historic highs of around… Read More »Gold in 2025: an impressive trajectory
Since many decades, Billions, even trillions, have been passed on from one generation to the next, as wealth transfer. So far, the heirs always stuck to the traditional way of investing: stocks, bonds, real estate, commodities, and other “safe” options.… Read More »Wealth management: towards a remarkable generational shift
In 2024, a wealth manager is more than ever a key player in the management of wealthy clients’ assets and finances. They offer unique expertise, from asset allocation to estate planning. Its role is to support, advise and optimize clients’… Read More »Wealth manager: A must in 2024?
In the constantly evolving world of wealth management, staying ahead of your competitors is necessary to provide a better advice to your clients. The year 2023 promised to bring a new set of financial challenges that requires wealth managers in… Read More »Wealth managers in Switzerland: Financial challenges in 2023
The world of Swiss wealth management represents the place where excellence and precision meet to shape clients’ financial futures. When it comes to protecting or developing your assets, a Swiss asset management company stands out for its expertise and absolute… Read More »Swiss asset management companies: Leaders in wealth management.
