8 Out of 10 Heirs Change Advisors. Why?
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Capgemini’s annual report, Capgemini World Wealth Report 2025, shows that we are facing one of the largest generational wealth transfers in history — more than USD 83 trillion will be passed on to the next generation of wealthy individuals over the coming decades.
However, the future owners of capital (HNWIs) want something very different from their predecessors’ standardized packages and analogue solutions.
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How Do You Build a High-Income Portfolio with Low Risk?
By combining selected international, actively managed ETFs, it is possible to build diversified income portfolios with dividend yields above 10% — opportunities that are not available or easily replicated on traditional Swedish fund platforms.
An AI-Driven Portfolio Review Can Deliver Dramatic Improvements
Så här såg resultaten ut för en klients portfölj som vi nyligen analyserade.
How Do the World’s Wealthiest Families Invest?
According to a recent report from the global bank BNY Mellon, family offices allocate more than half of their portfolios — 54% — to so-called alternative assets.
8 Out of 10 Heirs Change Advisors. Why?
Capgemini’s annual report, Capgemini World Wealth Report 2025, shows that we are facing one of the largest generational wealth transfers in history — more than USD 83 trillion will be passed on to the next generation of wealthy individuals over the coming decades.
The SINK Tax Is Reduced from 25% to 20%
The Special Income Tax for Non-Residents (SINK) is proposed to be reduced from 25% to 20%. The proposal would result in lower taxation for approximately 90,000 individuals living abroad.