#wealth-management
#wealth-management

Startup companies

French fintech RockFi secures 18M from Partech and others, eyes 1B in assets by 2026 - Silicon Canals

fromAlleywatch

2 days ago

Venture

The AlleyWatch Startup Daily Funding Report: 7/2/2025

fromSilicon Canals

Startup companies

French fintech RockFi secures 18M from Partech and others, eyes 1B in assets by 2026 - Silicon Canals

fromAlleywatch

2 days ago

Venture

The AlleyWatch Startup Daily Funding Report: 7/2/2025

UK news

Why being a millionaire in Ireland ain't what it used to be...

3 days ago

Real estate

If You're A Millionaire, These Are the States for You

UK news

Why being a millionaire in Ireland ain't what it used to be...

3 days ago

Real estate

If You're A Millionaire, These Are the States for You

more#millionaires

#real-estate

London startup

Dr. Rajanya Ravasia: Global powerhouse in real estate-led-wealth management - London Business News | Londonlovesbusiness.com

Real estate

Approaching property investment in a professional way - London Business News | Londonlovesbusiness.com

Retirement

Early 40s with a $3 million net worth, but heavily invested in one rental - what should I do right now to ensure a successful retirement?

fromtherealdeal.com

4 weeks ago

Silicon Valley real estate

Brookfield dumps DTLA distressed office tower for $210M

fromSFGATE

4 days ago

San Francisco

Dianne Feinstein's Billionaires' Row mansion in SF sells for $19M cash

London startup

Dr. Rajanya Ravasia: Global powerhouse in real estate-led-wealth management - London Business News | Londonlovesbusiness.com

Real estate

Approaching property investment in a professional way - London Business News | Londonlovesbusiness.com

Retirement

Early 40s with a $3 million net worth, but heavily invested in one rental - what should I do right now to ensure a successful retirement?

fromtherealdeal.com

4 weeks ago

Silicon Valley real estate

Brookfield dumps DTLA distressed office tower for $210M

fromSFGATE

4 days ago

San Francisco

Dianne Feinstein's Billionaires' Row mansion in SF sells for $19M cash

How I'm Balancing My $5 Million Net Worth and Family Time Before My Wife's Retirement

The FIRE philosophy advocates for early retirement, balancing financial goals and family life presents challenges.

How I'm Navigating the Awkwardness of Telling Friends I'm Retiring Soon - Here's My Dilemma

Navigating different financial positions can impact relationships, particularly when one plans to retire early.

My in-laws are passing down a $16 million trust to my wife - how do we make sure it grows to its full potential?

Managing and protecting inherited wealth is essential to avoid rapid loss and ensure growth.

A couple plans to redirect significant inheritance towards generational wealth for future children.

Skipping a $50K Advisor Fee After Losing a Spouse-Wise or Foolish?

Paying $50K for a financial advisor may be justified given the user's significant assets and need for expertise.

Understanding the value of financial advisory services is crucial for decision-making.

Bootstrapping

How I Discovered the Bank Balance Needed to Retire at 67 with Zero Contributions

Retirement

29 and Saving $46k on $113k Household Income: Am I on the Right Track for Financial Freedom?

3 weeks ago

How I'm Balancing My $5 Million Net Worth and Family Time Before My Wife's Retirement

The FIRE philosophy advocates for early retirement, balancing financial goals and family life presents challenges.

How I'm Navigating the Awkwardness of Telling Friends I'm Retiring Soon - Here's My Dilemma

Navigating different financial positions can impact relationships, particularly when one plans to retire early.

My in-laws are passing down a $16 million trust to my wife - how do we make sure it grows to its full potential?

Managing and protecting inherited wealth is essential to avoid rapid loss and ensure growth.

A couple plans to redirect significant inheritance towards generational wealth for future children.

Skipping a $50K Advisor Fee After Losing a Spouse-Wise or Foolish?

Paying $50K for a financial advisor may be justified given the user's significant assets and need for expertise.

Understanding the value of financial advisory services is crucial for decision-making.

Bootstrapping

How I Discovered the Bank Balance Needed to Retire at 67 with Zero Contributions

Retirement

29 and Saving $46k on $113k Household Income: Am I on the Right Track for Financial Freedom?

more#financial-planning

12 pieces of advice from Warren Buffett, from parenting to investments

Warren Buffett is stepping down as CEO of Berkshire Hathaway and leaves behind valuable life and business advice.

6 days ago

Education

Your Questions Answered: 'How do I stop my young brother from blowing his compo money?'

12 pieces of advice from Warren Buffett, from parenting to investments

Warren Buffett is stepping down as CEO of Berkshire Hathaway and leaves behind valuable life and business advice.

6 days ago

Education

Your Questions Answered: 'How do I stop my young brother from blowing his compo money?'

Fundraising

One of the most attractive - and sometimes secretive - ways the wealthy donate money could soon get even more popular

Fundraising

Buffett Give $6 Billion To Charity

Fundraising

One of the most attractive - and sometimes secretive - ways the wealthy donate money could soon get even more popular

Fundraising

Buffett Give $6 Billion To Charity

Retirement

I'm a Millionaire at 34 and I Still Track Every Purchase. When Can I Relax?

Retirement

Our net worth tops $5 million, but I still book the cheapest hotel room - how can I finally let go of my frugal habits?

Cryptocurrency

I'm worth $10m and spend almost $400,000 a year. What can a financial advisor really do for me?

Wearables

I'm a financial planner for the wealthy. They don't achieve wealth alone - here are the 5 key relationships they all have.

Retirement

I'm a Millionaire at 34 and I Still Track Every Purchase. When Can I Relax?

Retirement

Our net worth tops $5 million, but I still book the cheapest hotel room - how can I finally let go of my frugal habits?

Cryptocurrency

I'm worth $10m and spend almost $400,000 a year. What can a financial advisor really do for me?

Wearables

I'm a financial planner for the wealthy. They don't achieve wealth alone - here are the 5 key relationships they all have.

more#financial-advisors

#jeff-bezos

Relationships

Jeff Bezos and Lauren Sanchez are one of the richest married couples. Here's how the ultrawealthy do prenups.

fromFortune

Relationships

Inside the legal business of Jeff Bezos' marriage to Lauren Sanchez

Relationships

Jeff Bezos and Lauren Sanchez are one of the richest married couples. Here's how the ultrawealthy do prenups.

fromFortune

Relationships

Inside the legal business of Jeff Bezos' marriage to Lauren Sanchez

East Bay real estate

Bank of America (NYSE: BAC) Stock Price Prediction and Forecast 2025-2030 (May 2025)

Silicon Valley

Bank of America (NYSE: BAC) Stock Price Prediction and Forecast 2025-2030 (June 2025)

East Bay real estate

Bank of America (NYSE: BAC) Stock Price Prediction and Forecast 2025-2030 (May 2025)

Silicon Valley

Bank of America (NYSE: BAC) Stock Price Prediction and Forecast 2025-2030 (June 2025)

more#bank-of-america

fromwww.housingwire.com

Luxury homebuyers remain active but selective

Currently, affluent buyers are prioritizing strategic decision-making like affordability and long-term value, marking a shift toward what is termed 'smart luxury' in real estate.

SF real estate

Is $3 million in my 30s enough to consider stepping away from the grind - or am I missing out on more?

A Reddit user in his 30s with $3 million must carefully plan his retirement and spending.

Is $5 Million the New Baseline for a Comfortable Retirement in America?

A net worth of $5 million places you in the top tier of retirees, with substantial opportunities for a comfortable lifestyle.

Retiring with $4M in retirement accounts, $2M home, and VA access - what risks or gaps should we plan for?

Even with substantial savings, retirees should check for financial blind spots and consider hiring an advisor for better financial planning.

Is It Possible to Retire By 35 If You've Saved $3 Million?

A $3 million nest egg can support early retirement depending on lifestyle choices and spending habits.

Is $4.5 million enough to retire when living in an expensive city with two young kids?

Couple considering retirement at $4.5 million net worth; financial planning shows it's too early for them.

Retirement

If You've Banked $3 Million By 40, Is It Possible to Retire?

Is $3 million in my 30s enough to consider stepping away from the grind - or am I missing out on more?

A Reddit user in his 30s with $3 million must carefully plan his retirement and spending.

Is $5 Million the New Baseline for a Comfortable Retirement in America?

A net worth of $5 million places you in the top tier of retirees, with substantial opportunities for a comfortable lifestyle.

Retiring with $4M in retirement accounts, $2M home, and VA access - what risks or gaps should we plan for?

Even with substantial savings, retirees should check for financial blind spots and consider hiring an advisor for better financial planning.

Is It Possible to Retire By 35 If You've Saved $3 Million?

A $3 million nest egg can support early retirement depending on lifestyle choices and spending habits.

Is $4.5 million enough to retire when living in an expensive city with two young kids?

Couple considering retirement at $4.5 million net worth; financial planning shows it's too early for them.

Retirement

If You've Banked $3 Million By 40, Is It Possible to Retire?

more#retirement-planning

#financial-advice

Retirement

Self-made at 31, earning over $400k a year - do I keep my wealth quiet or enjoy the finer things?

Retirement

5M Net Worth at 30-How to Overcome Spending Anxiety

UK news

'Lots of winners actually feel a huge amount of sadness' - what advisers will be telling the 250m EuroMillions winner

Retirement

Self-made at 31, earning over $400k a year - do I keep my wealth quiet or enjoy the finer things?

Retirement

5M Net Worth at 30-How to Overcome Spending Anxiety

UK news

'Lots of winners actually feel a huge amount of sadness' - what advisers will be telling the 250m EuroMillions winner

more#financial-advice

A top Goldman Sachs banker is moving from London to Milan as the City struggles to maintain its stature

High-profile departures like Goldman Sachs' Gnodde indicate growing concern over the UKâs economic stability and the impact of new tax policies.

fromwww.theguardian.com

UK news

Reeves considers softening inheritance tax changes amid non-dom backlash

UK news

A top Goldman Sachs banker is moving from London to Milan as the City struggles to maintain its stature

High-profile departures like Goldman Sachs' Gnodde indicate growing concern over the UKâs economic stability and the impact of new tax policies.

fromwww.theguardian.com

UK news

Reeves considers softening inheritance tax changes amid non-dom backlash

more#tax-policy

Artificial intelligence

fromHackernoon

1 year ago

From Chatbots to Wealth Advisors: Building Gen AI-Driven Financial Assistants | HackerNoon

Generative AI is revolutionizing customer service in the BFSI industry with advanced chatbots and personalized financial tools.

#investing

fromwww.aljazeera.com

Women in technology

Ready to unlock financial freedom?

Retirement

I'm in my late 30s with a $14 million net worth and I'm struggling to figure out what comes next

Cryptocurrency

Can Robinhood's (HOOD) New Wealth Management Services Lead to a Winning 2025?

Parenting

I'm a wealth advisor at Merrill Lynch. Here are 5 ways I'm setting my kids up for financial success and debt-free college.

Robert Furst emphasizes teaching financial literacy and charitable giving to his young children for their future success.

Startup companies

3 High Yield Dividend Stocks Under $25 to Buy and Hold Forever

High-yield dividend stocks can mitigate the effects of inflation and investment constraints.

Pfizer, Healthpeak Properties Inc., and Brookfield Renewable Partners are suggested investment options.

Women in technology

fromwww.aljazeera.com

Ready to unlock financial freedom?

Women are poised to control over 50% of private wealth globally in the next five years, marking a significant shift in financial power.

I'm in my late 30s with a $14 million net worth and I'm struggling to figure out what comes next

A Redditor with $14 million is uncertain about work and investment management after leaving his job.

Cryptocurrency

Can Robinhood's (HOOD) New Wealth Management Services Lead to a Winning 2025?

Parenting

I'm a wealth advisor at Merrill Lynch. Here are 5 ways I'm setting my kids up for financial success and debt-free college.

Startup companies

3 High Yield Dividend Stocks Under $25 to Buy and Hold Forever

more#investing

Marketing tech

fromwww.bankingdive.com

Citi marketing chief looks to reenergize' the bank's brand

Citi is restructuring its marketing strategy to enhance its wealth management sector and align with broader brand objectives.

fromEntrepreneur

JPMorgan Releases Summer Book List for Wealthy People | Entrepreneur

This year's selections focused around the power of curiosity, reflecting on a transformation standpoint that resonates with the wealth management goals of our clients.

Startup companies

NYC startup

JPMorgan is expanding an initiative to woo more wealthy clients

JPMorgan Chase is opening 14 new financial centers focused on attracting wealthy clients with minimum investments of $750,000.

#bitcoin

Cryptocurrency

Bitcoin Enters A New Era: Industry Leaders Predict Trillions In Institutional Inflows

Cryptocurrency

$10.4B Bitcoin Firm Unchained Announces First Regulated Bitcoin-Native Trust Company

Cryptocurrency

Bitcoin Enters A New Era: Industry Leaders Predict Trillions In Institutional Inflows

The future of financial products is shifting towards integrating Bitcoin into wealth management and decentralized finance (DeFi).

Cryptocurrency

$10.4B Bitcoin Firm Unchained Announces First Regulated Bitcoin-Native Trust Company

Rich Americans Are Turning to Second Passports To Protect Their Wealth

Wealthy Americans increasingly seek foreign citizenship as a response to geopolitical uncertainties.

Artificial intelligence

fromAlleywatch

Addepar Acquires Arcus to Accelerate AI Innovation

Addepar's acquisition of Arcus enhances its AI capabilities for wealth and asset management.

#personal-finance

Real estate

I just inherited $57.5 million - what should I do first?

Retirement

I've got $5 million in the bank, but I'm still chasing peace -why is this mental game harder than building wealth?

Retirement

I left my JP Morgan job making over $250k to start my business, and thought I'd made a mistake

Retirement

I'm ready to stop stressing over money - how do I rewire my 'cheapest-option' brain when I can truly afford more?

Real estate

I just inherited $57.5 million - what should I do first?

Managing a large inheritance wisely is crucial to prevent financial loss.

Setting priorities and seeking help is essential for navigating newfound wealth.

I've got $5 million in the bank, but I'm still chasing peace -why is this mental game harder than building wealth?

Sitting on wealth does not equate to happiness; recognizing personal issues is crucial for a fulfilling life.

I left my JP Morgan job making over $250k to start my business, and thought I'd made a mistake

Hugh Morris transitioned from a stable job to entrepreneurship to gain freedom, control over client selection, and community involvement.

Retirement

I'm ready to stop stressing over money - how do I rewire my 'cheapest-option' brain when I can truly afford more?

more#personal-finance

UK news

UK investment visa plan rings hollow as Non-Dom exodus looms - London Business News | Londonlovesbusiness.com

UK's new investment visa plan contradicts tax changes that could drive out existing wealthy investors.

fromwww.theguardian.com

An English gentleman, a crooked lawyer: the secrets of Stephen David Jones

McKay's passion for golf transformed from a youthful pastime into a business opportunity, connecting him with influential contacts in the agricultural industry.

London politics

Social media marketing

fromThe Daily Upside

Advisors Eye Up Instagram's Millions of Users

Advisors are leveraging Instagram to connect with potential clients, showcasing their individuality and untapped marketing potential.

fromwww.mercurynews.com

Horoscopes May 6, 2025: Sasheer Zamata, take the path that leads to peace of mind

Take the path that leads to peace of mind. Focus on what's important to you and build your life with the preferences, patience and possibilities that offer comfort and convenience.

Career

fromBuzzFeed

13 Celebs Who Had Poor Money Management And Lost It All (And How)

Nicolas Cage lost much of his fortune through extravagant purchases, including an octopus and a dinosaur skull, eventually owing the IRS $6.3 million.

Independent films

Retiring at 49 sounds boring - is indulging in a Paris pied-a-terre and high-end toys the new plan?

A Redditor achieved a $25 million net worth and contemplates early retirement or indulgent spending, reflecting on the FIRE lifestyle.

Retirement

How I Struggle with the Decision to Retire Early - What About My Kids' Future?

Retirement

Should I Retire at 49 with $8,000 Monthly Pension and $1.2 Million Net Worth?

Retiring at 49 sounds boring - is indulging in a Paris pied-a-terre and high-end toys the new plan?

A Redditor achieved a $25 million net worth and contemplates early retirement or indulgent spending, reflecting on the FIRE lifestyle.

Retirement

How I Struggle with the Decision to Retire Early - What About My Kids' Future?

Retirement

Should I Retire at 49 with $8,000 Monthly Pension and $1.2 Million Net Worth?

more#retirement

#financial-independence

Mental health

fromPsychology Today

What the FIRE Movement Gets Wrong About Money and Happiness

The FIRE movement misjudges the relationship between money and happiness.

Retirement

How I Plan to Safeguard My Assets Against Divorce - Tips for Financial Independence

Mental health

fromPsychology Today

What the FIRE Movement Gets Wrong About Money and Happiness

The FIRE movement misjudges the relationship between money and happiness.

more#financial-independence

Retirement

How I Plan to Safeguard My Assets Against Divorce - Tips for Financial Independence

Parenting

I retired early to spend more time with my kids - but how do I stop worrying they'll become spoiled trust fund adults?

Affluent parents must balance financial gifts with teachings on independence to avoid raising entitled children.

US news

fromFast Company

Why high-net-worth Americans are banking in Switzerland

Wealthy Americans are increasingly opening accounts in Swiss banks due to political and economic uncertainty in the U.S.

NYC startup

fromFast Company

What to know about Jared Birchall, Elon Musk's right-hand man

Elon Musk relies heavily on his longtime aide Jared Birchall to manage his various enterprises and family life.

fromSilicon Canals

German B-Corp certified fintech Evergreen gets 5M for its sustainable asset management platform - Silicon Canals

"Thanks to the fresh capital, we will continue to advance Evergreen, forge new partnerships, and roll out additional services to support wealth accumulation," says Iven Kurz, founder and CEO of Evergreen.

European startups

fromwww.nytimes.com

Silicon Valley real estate

The Strange Case of an Hermes Heir, an Emir and a Deal Gone Wrong

Nicolas Puech's status as a billionaire and his stake in Hermes are uncertain, with recent court filings complicating the narrative surrounding his wealth and family ties.

Paris food

fromSFGATE

Bill Gates Reveals Exactly How Much of His $152 Billion Fortune He'll Leave His Kids-but What Happens to His $130 Million Home?

Bill Gates plans to leave less than 1% of his $152 billion fortune to his children, emphasizing the importance of their upbringing over wealth.

#household-staff

US news

Inside the Homes of the Ultra-Rich

Miami Marlins

The Six-Figure Nannies and Housekeepers of Palm Beach

US news

Inside the Homes of the Ultra-Rich

Miami Marlins

The Six-Figure Nannies and Housekeepers of Palm Beach

Warren Buffett's Net Worth Rises $25 Billion as Other Billionaires Lose

Warren Buffett's investment strategy contrasts sharply with declining tech fortunes, showcasing his resilience in a tumultuous market.