November 3, 2023

Managing Wealth: A Guide for Ultra High-Net-Worth Women

Effective wealth management requires a proactive and informed approach. Ultra-high-net-worth women, in particular, prioritise personalised financial advice that aligns with their values. They also value long-term investing and sustainable, ESG-focused strategies. By implementing a comprehensive wealth management strategy, these affluent women can confidently navigate the financial landscape and create a lasting legacy of prosperity.

November 3, 2023

Family Offices: Various Types For Different Generations

Each family office (FO) is as unique as the family it supports. But it is the family who determines what model of family office would serve both the family and the business. Thus, the needs of the family and the business goals and needs have to be carefully considered.

November 2, 2023

Professional Football As A Target Of Private Investors

Private investors are becoming more important and are changing football in the background more strongly than many think. The role of super-rich owners, including oil-producing countries, is continuing to decline. Football is rapidly changing from an economic point of view after the Corona pandemic.

October 24, 2023

Analytics In Wealth Management: The Most Important Things To Know

Analytics plays a central role in wealth management by providing advisors with insights into client needs, preferences, and behaviors. By analyzing data from multiple sources, advisors can gain a more complete understanding of their clients' financial situation and develop more personalized investment strategies. What is the role of analytics in wealth management, including its benefits and future potential?

October 18, 2023

How To Manage Wealth Of UHNWIs Across Generations?

The gap between older and younger generations' financial ideologies widens as the financial landscape changes. It is the result of technological advancements and shifting global economies. For UHNWIs and HNWIs, understanding and navigating this generational wealth and differences isn't just a matter of family harmony—it's crucial for the effective management and growth of their vast assets.

October 12, 2023

Biggest Challenges For Wealth Management Industry In 2023

The great wealth transfer from one generation to the next—experts predict that until 2060, around USD 60 trillion will move from older generations to younger ones—together with the digitalization degree our world has never seen before are the main factors in the biggest challenges for the wealth management industry. Including demography, millennials will soon become the majority of global wealth holders. The firms must start working on understanding the needs and desires of younger generations.

October 6, 2023

Vietnam As The New Wealth Management Market

Currently the fastest-growing economy in Southeast Asia, Vietnam’s technological prowess and unexplored prospects present a host of opportunities for foreign investors. Along with the rise of new fintech companies, there has been spectacular growth in the wealth management sector in the country.

October 4, 2023

What Does Golf Have In Common With Wealth Management?

While golf and wealth management may seem unrelated, they share common principles that can lead individuals to financial success. Upon closer examination, it becomes clear that there are valuable lessons that golf can teach us about achieving financial success. So tee up your financial journey and swing for the green of wealth management success.

Wealth Management

Managing Wealth: A Guide for Ultra High-Net-Worth Women

Family Offices: Various Types For Different Generations

Professional Football As A Target Of Private Investors

Analytics In Wealth Management: The Most Important Things To Know

How To Manage Wealth Of UHNWIs Across Generations?

Biggest Challenges For Wealth Management Industry In 2023

Vietnam As The New Wealth Management Market

What Does Golf Have In Common With Wealth Management?

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