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 ...
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 ...
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
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
After months warming up in the band, during the break he enters Kevin Warsh replacing Jerome Powell to face the second part (I got carried away by the World Cup theme) Chronicle of the first half, in the 1st minute of the match, Donald made a tough tackle on Nicolás ...
Jordi Martret, Investment Director at Norz Patrimonia reviews a week with a lot of movement and strong ups and downs. Listen to it in this podcast. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:06:03 Subscribe: Google Podcasts | Spotify
When an asset begins to grow, almost everyone asks the same question with the wrong formula: “from how much money is private banking suitable for me?” It is a legitimate question, but incomplete, because it reduces the decision to an economic threshold when in reality it depends on Who decides ...
Delegating the management of an estate does not fail because of the fact of delegating, but because of how it is done. The majority of families and businessmen who review their financial situation do not reach that point because they poorly delegated a specific decision, but because They delegated without ...
Jordi Martret, Investment Director of Norz Patrimonia comments on a situation with a lot of volatility and markets at maximums. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 00:04:48 Subscribe: Google Podcasts | Spotify
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 ...