Insights
Expertise
Focus on Wealth Planning #8: Estate planning for blended families30 Jun 2025
Protecting your family and transferring your wealth efficiently requires preparation — especially if there are children...
Expertise
Focus on Wealth Planning #9: Transferring your real estate assets30 Jun 2025
Whether transferring real estate for personal use or income, it is crucial to plan early to avoid tensions and strained...
Expertise
Behavioural Finance – Heads or tails? Don’t gamble on a small sample02 Jun 2025
Very rarely does the clink of a coin tossed clumsily in the air play into financial decisions. Rather, they tend to be...
Expertise
Understanding structural changes in real estate to invest in tomorrow15 May 2025
The European economy is at a turning point. After years of cheap loans, interest rates have taken a sharp upward turn....
Expertise
Using a management trust to administer a vulnerable adult’s estate15 May 2025
Following its simplification under the Modernisation of the Economy Act in 2008, the management trust can now be used to...
Expertise
Focus on Wealth Planning #6: Protection for vulnerable people13 May 2025
Vulnerable adults, whether older people, people with disabilities, or people facing temporary hardship, often require...
Expertise
Synoé is evolving to include structured products in its advisory offering06 May 2025
Interview with Omid Zafaranlou, Head of Digital & Active Investment Advisory at Societe Generale Private Banking France.
Expertise
Volatility in the Markets: The Golden Rules from Behavioral Finance30 Apr 2025
Analysis with Edouard Camblain, Investment Advisor and Behavioral Finance Expert at Societe Generale Private Banking.
Expertise
Focus on Wealth Planning #5: Structuring and managing your wealth10 Apr 2025
Focus on Wealth Planning #5: Structuring and managing your wealth
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