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
In the world of wealth management, it’s crucial to stay ahead of investment trends, understand the preferences of our high-net-worth clients and offer them opportunities for portfolio diversification. In recent years, an intriguing trend has emerged: the growing appeal of… Read More »Wealth management: the future of crypto-currencies.