Show HN: Private Wealth Tracker
Your data stays on your phone. No bank sync track, no AI advice. Just simple, better tracking but you are always in control.
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9 headlines
The Rich Are Getting Richer: What Do They Want From Wealth Managers?
Merryn Somerset Webb sits down with Capgemini's Gareth Wilson to discuss the latest World Wealth Report, the rise of robo-advisors and family offices, and why traditional wealth management firms are facing growing competition. They also debate the question: Do investors want empathy from their w...
The Wealth Management Secret That Isn’t a Secret (And Why Rich People Keep Asking for It)
Developing story — details emerging. Check the source link for the latest updates.
China Tightens Its Grip on Billions in Offshore Wealth
On today’s Big Take Asia podcast, Beijing is trying to stop money from leaving the country. Why now – and what it means for wealthy investors and global markets.
Will Billionaires Really Flee a California Wealth Tax?
California is considering a one-time, 5% tax on billionaires to fund healthcare shortfalls tied to major federal cuts. Opponents say it will prompt the uber-rich to leave, while supporters argue states can't afford not to tax wealth that's grown far faster than ordinary incomes.
Form 13F Contango Wealth Management LLC For: 9 June
Developing story — details emerging. Check the source link for the latest updates.
Live From Wealth Management EDGE: Focus on AI, Growth and UHNW Wealth Transfer
Developing story — details emerging. Check the source link for the latest updates.
SpaceX employee group creates low-fee wealth management option with Choreo for post-IPO
The deal marks a bold experiment in the wealth management industry that could shift the balance of power from advisory firms to wealthy groups of investors.
SpaceX IPO means more to the Gulf than you might expect
The windfalls Gulf sovereign wealth funds are poised to receive will offer a nicely timed boost to their balance sheets.