December 14, 2023

Mancession: Understanding Men’s Unique Struggle In Recession

The word "mancession" has come up a lot in economic conversations lately, especially after the Great Recession. Mark Perry, an economist at the University of Michigan, came up with the term to describe a trend in which economic downturns affect male employment more than female employment. Economists and policymakers are interested in and debating this idea, which adds a gendered viewpoint to the study of economic downturns.

December 12, 2023

Wealth Firms Better At Mobile Apps Than Web, J.D. Power Study Says

The J.D. Power 2023 U.S. Wealth Management Digital Experience StudySM found that both self-directed and full-service wealth management clients care more about digital access to services than ever. The quicker and easier this access, the more satisfied clients are.

December 11, 2023

In The Know: Consolidated Digital Reporting

Portfolios of ultra-high-net-worth individuals (UHNWIs) stand out for their multifaceted nature. Managing these vast and diverse assets requires not only precision but also a broad perspective that includes every aspect of each investment. The Altoo Wealth Management Platform, a Swiss startup, offers effective solutions in asset management and consolidated digital reporting. The Altoo's revolutionary methodology simplifies the complex pattern of UNWI portfolios, delivering clarity and insight via advanced technology. This article delves into the world of UHNWIs and investigates how The Altoo Platform sets the benchmark for efficient, effective portfolio management.

December 8, 2023

Charlie Munger Led A Life Rich In Many Ways

Charlie Munger, best known as Warren Buffet's right-hand man, passed away on November 28, 2023, at the age of 99. Buffet's fame as the world's foremost "buy and hold forever" investor is due in significant part to Munger's influence. This article outlines Munger's life, contributions to the investing world, and how he will be remembered.

December 7, 2023

What to Give To A Wealthy Person Who Has Everything?

When it comes to gift-giving for a wealthy individual, the task may seem daunting. After all, what do you get someone who seems to have everything? But fear not, with a little thought and creativity, you can find a gift that will be appreciated and cherished by even the most affluent individuals. In this article, we will explore a wide range of gift ideas that are sure to please even the wealthiest recipients.

December 6, 2023

Wealth Management For Women

Controlling around a third of the world's wealth, women's total assets could be worth between $81 trillion and $93 trillion by 2023, according to a forecast by the Boston Consulting Group. After all, women make up half the population. They are largely responsible for their families’ financial decision-making and hold the majority of consumer spending power. The modern face of wealth is female.

December 4, 2023

Essential Financial Money Checks Before The End Of The Year

The end of the year is the perfect time to review the budget, investment portfolio, and any recent financial decisions. Are there any weaknesses? What are the strengths?

November 30, 2023

In The Know: Corporate Gifting

It is the season of giving, and for wealth managers, the pressure is on to find the perfect gifts that reflect both the holiday spirit and the discerning tastes of their high net worth clients. As we step into the world of wealth and financial sophistication, let's unwrap the exclusive gifts that wealth managers are choosing to spread holiday cheer to their clients this year.

Private Wealth Owners

Mancession: Understanding Men’s Unique Struggle In Recession

Wealth Firms Better At Mobile Apps Than Web, J.D. Power Study Says

In The Know: Consolidated Digital Reporting

Charlie Munger Led A Life Rich In Many Ways

What to Give To A Wealthy Person Who Has Everything?

Wealth Management For Women

Essential Financial Money Checks Before The End Of The Year

In The Know: Corporate Gifting

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