Traditional estate planning Traditional estate planning enables people to protect their personal assets. These assets range from various types of financial items such as bank accounts, company shares, and stock portfolios to tangible assets such as art, antiques, and...
Wealth Management
History of the asset management industry
What is asset management? Asset management can be described as the set of activities related to managing a portfolio of assets with the goal of increasing their value. For those of you who are interested in a more detailed definition of asset management, we’ve...
How to develop financial maturity
Many of our skills and qualities do not come at birth but must be nurtured and developed. At school, we are often taught math, literature, good presentation skills, and so on. When we finish our education and step into our careers, the environment and the colleagues...
Legacy wealth management
What is legacy wealth management? Legacy wealth management is a financial planning and management process that aims to achieve certain financial goals. These goals are individual for every user. Some people want to enjoy financial independence during their retirement,...