September 28, 2023

Key Takeaways From The Allianz Global Wealth Report 2023

We start with a disturbing fact: private households globally stand to lose €6.6 trillion in net financial assets in 2022, equivalent to a 2.7 percent decline in wealth. But there's something even more worrying: this loss is the biggest since the 2008 global financial crisis, according to the Allianz Global Wealth Report.

September 28, 2023

What Makes Open Banking API So Disruptive

Open Banking API has emerged as a disruptive force with implications for High Net Worth Individuals (HNWIs) and Ultra High Net Worth Individuals (UHNWIs). Open Banking API is not just another trend in fintech for a demographic that is obsessed with optimizing financial strategies and achieving superior asset management. Instead, the advent of Open Banking API represents a seismic shift that may have potential to redefine how wealth is managed, diversified, and grown.

September 28, 2023

Why Are Independent Asset Managers Important For Affluent Families

Within the late great generational wealth transfer, more than 18'000 ultra-high-net-worth (UHNW) families were passing on assets to Gen X and millennial inheritors in the US, as the New York Times noticed recently. Thus, wealthy families have been turning to Family Offices. Still, the Family Office is not the last stage of wealth management development.

September 27, 2023

The Great Wealth Transfer: Intergenerational Wealth Shift In The USA

The "Great Wealth Transfer" phenomenon refers to the intergenerational transfer of family wealth from one generation to the next. This wealth shift is poised to reshape the economic and social fabric of the U.S. nation, with implications for the labor market, the economy, and the financial industry itself.

September 25, 2023

Wealthy Women Will Control 10 Trillion Euros AUM By 2030

Women's wealth is a topic that has gained increasing attention in recent years, with women now amassing greater wealth than before. Despite gains, a wealth gap still exists, as families headed by women have lower wealth. Still, according to a report by BCG, women currently control 40% of the world's wealth, and this figure is expected to grow significantly in the years ahead.

September 22, 2023

Guide To The Wealth Management Landscape In Monaco

Monaco is one of the leading countries that are considered havens for High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs). Yet, there’s more to this Mediterranean principality than just its appealing tax efficient structures. Diving deeper, Monaco offers a multitude of sophisticated services to potentially secure the financial future HNWIs and UHNWIs. These services go far beyond mere fiscal benefits, presenting a comprehensive financial planning and asset management ecosystem.

September 21, 2023

Do You Know The Most Expensive Watch Ever Sold at Auction?

Which is the most expensive watch? The five watches discussed in this article represent the pinnacle of horological excellence, with their breathtaking complications, exquisite materials, and rich stories. While their price tags may seem astronomical to most, they are a testament to the enduring allure of luxury.

September 20, 2023

How To Enjoy Your Wealth In Paris

Paris attracts the ultra-wealthy as a global hub for luxury, investment, and culture. This article explores how La Ville Lumière evolves into a luxurious lifestyle and wise investment as it provides a lavish lifestyle as well as a variety of financial opportunities.

Private Wealth Owners

Key Takeaways From The Allianz Global Wealth Report 2023

What Makes Open Banking API So Disruptive

Why Are Independent Asset Managers Important For Affluent Families

The Great Wealth Transfer: Intergenerational Wealth Shift In The USA

Wealthy Women Will Control 10 Trillion Euros AUM By 2030

Guide To The Wealth Management Landscape In Monaco

Do You Know The Most Expensive Watch Ever Sold at Auction?

How To Enjoy Your Wealth In Paris

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