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Glossary > Wealth Management

Wealth Management

Direct investment

In the world of private banking, a direct investment can take many forms, such as an investment in a company, an infrastructure project, or real estate.

Wealth Management

Discretionary mandates

A discretionary mandate is a suitable solution for investors who wish to delegate the investment decisions concerning their assets to dedicated managers.

Wealth Management

Tax and wealth planning

Statistics show that, following its creation, a substantial amount of wealth is lost by the second and third generations of a family.