Wealth Transfer
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X @The Economist
The Economist路 2025-09-04 20:50
Wealth Transfer - In 2025, individuals in developed countries are projected to inherit approximately $6 trillion [1] - The amount of inheritance has significantly increased in recent decades [1] Economic Implication - The report cautions against repeating the errors of the first Gilded Age [1]
X @The Economist
The Economist路 2025-08-28 00:00
Wealth Transfer - In 2025, individuals in developed nations are projected to inherit approximately $6 trillion [1] - The amount of inheritance has significantly increased in recent decades [1] Economic Implication - The report cautions against repeating the errors of the first Gilded Age [1]
X @The Economist
The Economist路 2025-08-25 22:20
Wealth Transfer - In 2025, individuals in developed countries are projected to inherit approximately $6 trillion [1] - The amount of inheritance has significantly increased in recent decades [1] Economic Implication - The report cautions against repeating the errors of the first Gilded Age [1]
X @Bitcoin Archive
Bitcoin Archive路 2025-08-21 15:03
Market Trends - Bitcoin could see over $200 billion injection from the "Great Wealth Transfer" [1] - This translates to an extra $20 million to $28 million of daily demand [1] - Trillions of wealth are moving from boomers to crypto-friendly heirs [1]
X @CoinDesk
CoinDesk路 2025-08-20 17:54
LATEST: 馃敟The 'Great Wealth Transfer' Could See More Than $200B Flow Into Bitcoin@willcanny99 writes.https://t.co/tqUUcCwE6u ...
X @CryptoJack
CryptoJack路 2025-08-11 12:01
#BITCOIN: The greatest wealth transfer in history. Are you part of it? ...
Women And Money: Investing In Your Future | Money Unscripted | Fidelity Investments
Fidelity Investments路 2025-07-22 15:01
Baby boomers are set to pass on trillions of dollars to the next generations in the coming years. Much of it is expected to go to women. On this episode of Money Unscripted, Ally sits down with Alex Roca, the new host of Fidelity鈥檚 Women Talk Money show to answer women鈥檚 two biggest questions: Is it too late to get started and where should I put my next dollar? Hint: It鈥檚 never too late. From starting where you are to defining your priorities to keeping your saving and investing consistent, Alex has the tip ...
X @Bloomberg
Bloomberg路 2025-07-09 20:00
Wealth Transfer - The Great Wealth Transfer is happening now [1] - Real estate inheritance could be in the future for some [1]
X @The Economist
The Economist路 2025-07-08 19:20
Wealth Transfer - In 2025, individuals in developed countries are projected to inherit approximately $6 trillion [1] - The amount of inheritance has significantly increased in recent decades [1] Economic Implication - The report cautions against repeating the errors of the first Gilded Age [1]
Oppenheimer Hires London-based Senior Investment Bankers to Expand European Financial Services & Public M&A Capabilities
Prnewswire路 2025-03-12 09:00
Core Insights - Oppenheimer Europe is significantly expanding its investment banking team in London by adding four experienced senior bankers from Hannam & Partners [1][2][4] Group 1: Team Expansion - The new team members include Ernest Bell, Giles Fitzpatrick, Richard Clarke, and Lucia Sviatkova, who will enhance Oppenheimer's capabilities in European investment banking and wealth management [2][3] - Ernest Bell has advised on transactions exceeding $25 billion in public market and wealth management sectors, bringing substantial experience to the firm [4][5] - Giles Fitzpatrick, as Vice Chairman and Managing Director, has a strong background in investment banking, having held senior roles at various firms [6][7] Group 2: Strategic Focus - The expansion aims to leverage the ongoing evolution in the UK wealth management industry, driven by intergenerational wealth transfer and technological advancements [5] - The team will focus on advising companies in public M&A situations, utilizing Oppenheimer's global platform and expertise in the US mid-market investment banking space [5][7] - Oppenheimer's Financial Institutions Group is well-positioned to serve clients in the UK's wealth management ecosystem, with over 30 investment bankers dedicated to financial services [5][6]