The question is not only “from how much”, but When does it make sense to pay for professional management? versus sticking with standard solutions. In Spain, the threshold usually appears when the assets begin to be relevant enough for errors, taxation and lack of method cost more than the service ...
Jordi Martret, Investment Director at Norz Patrimonia, analyzes a week with strong geopolitical tension and its influence on the price of oil and the movements in a calm week for the markets. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 6:27 Subscribe: Google Podcasts | Spotify
When someone searches wealth management vs private banking It is usually at a very specific point: you have assets to protect, decisions ahead (investment, taxation, inheritance, company, real estate) and you want a “high-level” service. The problem is that both concepts are used as synonyms when, in practice, respond to ...
If at the beginning of the year we sensed that 2026 “promised…” we have fallen short… the year can be very long and intense in terms of events… today it was published on CNN how in the US some officials are beginning to fear a very intense post-election period in ...
Artificial intelligence is quickly becoming a favorite tool to help with job applications. Recent survey results from Statista+ show that more than 60% of job seekers in the US and UK have used AI in the application process over the past 24 months, making it the norm rather than the ...
Ramon Alfonso, partner at Norz Patrimonia, in La Razón: Lack of financial knowledge explains families’ low exposure to markets Only one in ten Spaniards invests in the stock market, which means that, in terms of savings, only 12.5% of the financial assets of Spanish families are exposed to variable income. ...
Welcome to Market Strategy and Forecasts 2026: “Quo Vadis, Donald?” A space where we analyze without filters the new geopolitical dashboard and its real impact on the financial markets. With Ramón Alfonso, partner at Norz Patrimonia, and Jordi Martret, Investment Director of Norz Patrimonia, we will explore a world that ...
Jordi Martret, Investment Director at Norz Patrimonia, analyzes an intense week like we haven’t seen in a long time: ups and downs in precious metals, cryptocurrencies, the emergence of new actors and much more, all available in this podcast. Google Podcasts Spotify RSS Feed Share Link Embed Duration: 6:24 Subscribe: ...
Jordi Martret, Investment Director of Norz Patrimonia gives voice to an intense week with movement in the FED, geopolitical intensity, volatility in commodities, resistance of the indicators and business results. All this concentrated in less than three minutes Google Podcasts Spotify RSS Feed Share Link Embed Duration: 6:59 Subscribe: Google ...
Choose between investment funds with dividend distribution either investment funds without distribution It is not about “earning more”, but about how you want to collect (or reinvest) the performance and of How does it fit into your planning?. The key is to understand what happens to the money when the ...