September 19, 2023

Fintech And Silicon Valley: An Expat’s Guide To The Ultra-Wealthy

In the fast-paced financial world of today, Silicon Valley has become a goldmine for Ultra-High-Net-Worth Individuals (UHNWIs) and High-Net-Worth Individuals (HNWIs). Statista says that the value of all transactions on the global fintech market has hit about $14.27 trillion USD as of 2023. This is a clear sign that the field has the potential to grow quickly.

September 18, 2023

Hentsch Dynasty: The Oldest Private Bank In Geneva

In the 18th century, a pastor named Benjamin Gottlob emigrated from Lower Lusatia (the German part of Poland) to Switzerland. In Geneva, his son Henri Hentsch apprenticed at Develay & Cie and was later employed by Picot, Fazy & Cie, engaged in the manufacturing of assorted fabrics, money-changing, and banking. However, after being detained in a French revolution and exiled to Nyon, Henri first began to engage in silk trading.

September 18, 2023

How To Manage Your Upcoming Wealth Transfer?

Inheritance is an important aspect of financial planning that requires careful consideration and open communication among family members. As wealth is transferred from one generation to the next, it is important to manage the process with respect and to seek consensus among all parties involved. In this article, we offer a useful guide to managing inheritances.

September 15, 2023

In The Know: Celebrity Philanthropy

In the world of philanthropy, there are standout figures whose impact goes far beyond their fame. Oprah Winfrey, J.K. Rowling, and Leonardo DiCaprio are prime examples. In this article, we'll explore the inspiring stories of these three remarkable celebrities who have used their success to make a positive difference in the world.

September 15, 2023

Hong Kong’s Innovation & Technology Landscape

In an era marked by rapid advancements and unprecedented global changes, the Innovation & Technology (I&T) sectors are transforming more than just economies—they are altering the very fabric of our societies. From biotechnology breakthroughs to the rise of artificial intelligence, these sectors are creating investment avenues that didn't exist a decade ago. For Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs), these developments pose opportunities and challenges that are impossible to ignore.

September 15, 2023

Transforming Succession Planning In Mid-Sized Businesses

Mid-sized companies (known as Mittelstand in German) face a pressing problem: finding a successor to carry on their legacy. Enter Tradineo, a pioneering startup that is addressing this challenge by acquiring and transitioning mid-market family businesses to new management. Discover how Tradineo is transforming succession planning in the German midmarket with innovative strategies.

September 14, 2023

Merck In Profile: Family-Owned Giant With A Long Tradition

Merck, a pharmaceutical, biotech, and specialty chemicals group, combines tradition, crisis resistance, and economic success like hardly any other German company. The company's history of 354 years is not the only proof of this. Current information and predictions are sufficient: Merck is the largest and most valuable family-owned company in Germany with sales of 20 billion euros and a stock market value of 70 billion euros.

September 14, 2023

Hyper-Personalization In Wealth Management

In the rapidly evolving wealth management industry, one concept stands out as a game-changer: hyper-personalization. As investor expectations continue to shift, financial professionals must adapt and embrace the power of tailored financial advice. This article explores the importance of hyper-personalisation in wealth management and how it can drive client satisfaction.

Explore by Entity

Fintech And Silicon Valley: An Expat’s Guide To The Ultra-Wealthy

Hentsch Dynasty: The Oldest Private Bank In Geneva

How To Manage Your Upcoming Wealth Transfer?

In The Know: Celebrity Philanthropy

Hong Kong’s Innovation & Technology Landscape

Transforming Succession Planning In Mid-Sized Businesses

Merck In Profile: Family-Owned Giant With A Long Tradition

Hyper-Personalization In Wealth Management

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