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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
What do we actually pass on to our children?
Families who build wealth over decades sooner or later face the same question. How do you make sure the capital serves not only this generation, but the next one too? The answer does not lie only in the size of the assets or in the right investment strategy.
How to Preserve Family Wealth? 900 Years of British History
Why are some families able to pass on their status for centuries, while other wealth disappears within just a few generations? Research spanning almost 900 years of British history shows that the longevity of family capital rests on foundations far broader than money alone.
Investing for children: how to build wealth and hand it over at the right time
From what age to invest, whose name the account should be in, which instruments and taxes to consider and when to hand the wealth over. Investing for children seen as part of the family wealth.
Income from investments: how much wealth you need and how to set up withdrawals
How much can I withdraw from the portfolio each year so that the money lasts? There is no single percentage. What decides is the length of drawing, the composition of the portfolio, taxes and what should remain of the wealth.
Investing Through the Eyes of Investors: What Numbers Won’t Teach You
Investing is often described through partial results and numbers. But the real investment journey takes place elsewhere. It unfolds in decisions, doubts, and in one’s relationship with time. That is where the differences arise—differences no spreadsheet can show.
Women and Investing: Strategy and Intuition Hand in Hand
Women and finance is an increasingly common combination — often marked by discipline, patience, and an ability to think in a time horizon that stretches beyond a single generation.
Why Long-Term Investing Works Better with a Guide?
Mobile apps have opened the door to investing for almost everyone. But in reality, an easy entry doesn’t mean an easy journey. The biggest differences in outcomes emerge over time — and in how consistently a person can manage their decisions in the long run.
The Biggest Myths About Investing: Debunk Them With Us
Investing isn’t just for the privileged. But it’s often surrounded by myths that scare people off for no good reason. Let’s debunk the most common ones and uncover the truth.
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