Articles Certificates

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

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...

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

Octium Group, transnational tools and expertise for wealthy clients

The (U)HNW clientele is increasingly characterised by an international dimension. Meeting its needs requires specific skills and solutions that can easily and confidently address and resolve multiple and complex asset dynamics over time...

Succession: Financial Education More Important Than Ever for High Net Worth Individuals

A high fortune is not synonymous of a better financial education. The lack of adequate financial knowledge and skills can reduce the wealth of HNW individuals, especially at times of inheritance procedures. Private Insurance, however,...

Life policies, not all companies are alike: how to evaluate them

When deciding to entrust one's savings to an insurance company, it is important to carefully evaluate its financial solidity. Octium Group’s experts explained us which indicators to pay attention to.

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...

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

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

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

Rare collectables for every investor: let’s meet with Konvi’s founders

Access to luxury goods from an investment point might be complicated for small portfolios or in the absence of solid networks. However, a recently founded company does all the “hard work” for retail investors

Fractional barriques, the “new frontier” of wine collecting

The new initiative made by Crurated has the potential to disrupt wine collecting: this is the purchase of fractional barriques by the best Borgogna’s wine, exclusively for platforms members

Eight stories from Galleria Continua: San Gimignano

Eight locations all around the world, the first one is in San Gimignano and the newest temporary exhibition space in Dubai. Galleria Continua captures international trends, discovers talented artists and grows those already established....

Transferring Wealth Abroad: The Advantages of Unit-Linked Insurance Policies

In an era where an increasing number of High Net Worth (HNW) individuals are opting for international emigration, wealth management plays a pivotal role in facilitating the seamless transfer of their assets. This article explores the...

Insurance Hub: The Evolution of the Insurance Sector Goes From Here

In an increasingly complex private insurance sector, it becomes even more important to rely on professionals with proven experience, capable of evolving to meet customer needs

You Advisor

Take care of your heritage.

Tell us about your needs, and we will connect you for free with the right Advisor for you.



What do you want to do?