Wealth management is often reduced, in everyday conversation, to “investing well.” It is a simplification that leaves out most of what really happens when someone begins to plan their estate: tax decisions, protection against risks, organization of succession and, above all, a overview that no isolated investment can offer on its own. The second question …
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 into play: the EAFI. What …
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
Multigenerational planning
He 41% of families with relevant assets will face a generational transition in the next decade, and many of them still do not have a structured plan to manage it, according to the report Family Office Insights 2024 from Deloitte. Multigenerational planning is not just about distributing assets: it is …
China has established itself as the world leader in energy storage
China has established itself as the world leader in large-scale battery energy storage. Between 2020 and 2025, its installed capacity went from just 2.4GW to more than 140 GWa figure that far exceeds that of the United States, which is around 57 GWand to the rest of the countries of …
Ramón Alfonso in Cinco Días
Formulas to complement retirement: from pension plans to real estate investment Insured products, investment funds, housing or pension plans, axes in savings planning Planning for retirement ahead of time is an exercise that everyone should do. Decades in advance would be ideal, given that time is the key to obtaining …