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
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!
The wealth management sector in South America is undergoing rapid change, encouraged by digitization and an increase in the number of wealthy individuals. While economic and political instability remains a challenge in some countries, the region offers enormous potential for… Read More »Wealth management in South America
The wealth management industry is facing several challenges due to economic and technological developments in the sector. Asset managers need to keep a close eye on environmental changes to be able to take effective action. Every year, new challenges emerge… Read More »The challenges of wealth management in 2024
In a constantly evolving technological environment, the question arises: is the wealth manager profession threatened with extinction? Financial technologies, combined with an increasingly volatile economic environment, is amplifying the demand for thoughtful strategic planning. Intelligent robots are in constant development.… Read More »Wealth manager: is it a dying profession?
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?
