Influential Brands

A review of insights directly from top experts in the financial world and across the wealth management industry to provide insights into the overall macroeconomic picture, market dynamics, current trends, and investment and wealth management solutions best suited to different types of investors.

Insurance & private insurance

Octium
Two silhouetted figures face each other in a dark space, reaching toward a glowing point of light between them. Curved yellow lines radiate outward, suggesting connection or energy—representing insurance and the next gen forging new bonds.
Finance - Insurance

Insurance and the Next Gen: strategies to engage the new HNWIs

As Gen X, Y and Z inherit unprecedented wealth, the insurance industry faces a new challenge: adapting to clients who value personalisation, technology and privacy

A young woman with long brown hair, wearing a dark blazer and white shirt, stands against a plain light background, looking at the camera and smiling slightly.
Paola Ragno
Cliffs overlooking the ocean on a clear day with green grass on top, stone formations jutting from the water, and a structure perched on an edge. The scene captures dramatic vertical cliffs against a serene blue sea.

Ireland, privileged hub for private insurance

Irish private insurance companies stand out for their flexibility, tax advantages and regulatory soundness. In an increasingly competitive environment, they emerge as strategic partners for wealth management professionals and discerning...

A man in a suit and tie stands with arms crossed, looking confidently at the camera. The image is in black and white with a plain background.
Antonio Murtas
Insurance - Fiscal

Private Insurance: an invaluable ally for top athletes

Due to their characteristics, cross-border private life insurance policies are an effective tool to protect the future of great athletes. Let's see why

A man in a suit and tie stands with arms crossed, looking confidently at the camera. The image is in black and white with a plain background.
Antonio Murtas

Tax & Legal

CBM & Partners
Pleasure Assets - Fine Arts + Photography

Piero della Francesca: original location or museum?

The story of the Madonna del Parto, painted by Piero della Fracesca in the XV century in Santa Maria in Silvis’ church in Monterchi in the province of Arezzo. The church was demolished and in its place a cemetery arose. According to the...

Sharon Hecker
A man with short hair and a receding hairline, wearing a button-up shirt, stands next to a tree and smiles at the camera in a park setting. The photo is in black and white.
Private: Giuseppe Calabi

Pleasure assets

Luxo ItaliaCruratedKonviOpen CareGalleria Continua
Pleasure Assets - Fine Wine

Whisky, the safe haven that gets better with age arrives at Konvi

Whisky has captured the market attention being one of the luxury goods with the highest growth numbers for the next decade. However, investors may face some obstacles - here is one way to overcome them

Giulia Bacelle
Pleasure Assets - Pleasure Assets

Luxurious clothes and accessories: how to protect and store them

Not just luxury goods among the most appreciated by fashion lovers, but also precious testimonies of the history of the greatest designers and maisons. But, also, investment items, as long as the owners know how to preserve them properly

Giulia Bacelle
Pleasure Assets - Jewelry + Coins + Stamps

Time to retire for the 60/40 rule: modern allocation turns alternative

Should today's portfolio include alternative assets? Collectibles, once out of reach for most investors, are becoming increasingly accessible

Giulia Bacelle
You Advisor

Take care of your heritage.

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