Today we want to put some order in a market marked by inflation, interest rates and geopolitical uncertainty. To find out how all this can affect investors and how to position a portfolio, we spoke with Jordi Castany, investment analyst at NORZ Patrimonia. The ECB has just raised rates again due to the rise in …
How to choose the best wealth manager for your investor profile
The question “which is the best wealth manager?” It does not have a single answer, and distrusting anyone who gives it as if they had one is a good first filter. The right manager for a businessman who has just sold his company is not the same one needed by a person who is beginning …
Family Office: what it is and what services it offers to large fortunes
When talking about family offices, the same image usually appears: a structure reserved for fortunes worth billions, with its own teams and exclusive offices. That image is true only for a very small part of the family offices that exist. Most are multi-family structures, more accessible than they seem, designed to families with complex assetsnot …
What is an EAFI and why it is key that your advisor is regulated by the CNMV
When someone decides to put their assets in the hands of a third party, the first question should not be “what return do they promise?”, but rather “who watches over whom they promise me?” That is where a figure that many individual investors still do not know very well comes …
Podcast: Nobody is happy with Warsh
Jordi Martret, Investment Director at Norz Patrimonia, comments why no one is happy with the minutes of the last FED meeting and the margin of movement that could arise in September. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:06:28 Subscribe: Google Podcasts | Spotify
Podcast: Geopolitics, results and ECB
Jordi Martret, Director of Investments at Norz Patrimonia, comments on a week marked by three main axes: the US-Iran conflict that is becoming chronic, the powerful results of Alphabet and the ECB meeting. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:06:51 Subscribe: Google Podcasts | Spotify