Wealth Management

How to become a wealth manager?

A wealth manager is a consulting professional and an innovator in wealth management. He or she manages a client’s portfolio and offers investments and financial investment solutions. His or her areas of expertise revolve mainly around economics, taxation, law, finance, etc. Training in wealth management is necessary to practice this profession. Qualities required being an […]

Why invest in life insurance?

When it comes to wealth objectives, investing in life insurance is considerably attractive. For a subscriber, life insurance meets a variety of needs, including: investment of savings, transmission of wealth, constitution of a retirement supplement, etc. This article aims to develop a little more these various reasons for subscribing to this type of contract. Life […]

Why take out an accumulation contract?

The interest of an accumulation contract is still little known to the general public. Some wealth management advisors are also unaware of its existence. However the subscription to the capitalisation contract has many advantages especially for many patrimonial objectives. It should be noted that it does not resemble a life insurance contract. Transmission of wealth […]

Wealth management: how to optimise your tax situation?

Paying less tax without infringing tax laws is quite possible. As part of wealth management, optimising your tax situation is an important step. It is then advisable to choose among the various available systems the one that is best suited to your situation. In this article, we list 3 ideal levers for tax optimization: Investment […]

How to prepare for retirement?

Preparing for retirement is an essential step if you want to preserve your current standard of living. Indeed, when you are no longer active, your income will drop. For a worker, he will receive a pension, but it will no longer be the same amount received at the time of the last income. So, preparing […]

How to pass on one’s heritage?

The transmission of a heritage is important in order to ensure the future of your children. There are various solutions and it can also be done during your lifetime. However, it is necessary to be aware that new rules can affect decisions. It is therefore important to be aware of them so that you do […]