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Private Bank or Independent Wealth Manager?

Private Bank or Independent Wealth Manager?

by nilton.ortega@telomere.ch | Mar 3, 2026 | Finance, Latest news, TELOMERE Capital

Imagine this: You have just sold a business, received an inheritance or experienced a liquidity event, and suddenly find yourself in possession of significant capital. The question then arises: Who is best placed to protect and grow your assets?

An IT Platform Should Today Be Seen as a Strategic Lever

An IT Platform Should Today Be Seen as a Strategic Lever

by nilton.ortega@telomere.ch | Feb 19, 2026 | Entrepreneurs, Executives, Latest news

At Telomere Capital, digital transformation has been placed at the heart of the operating model. The IT platform is therefore designed as a central pillar of the organization, supporting portfolio management, compliance, client relationships, and reporting.

How to grow a small capital without taking major risks

How to grow a small capital without taking major risks

by nilton.ortega@telomere.ch | Jan 14, 2026 | Entrepreneurs, Executives, Finance, Latest news

Contrary to popular belief, it is not necessary to have a large fortune to invest effectively. With a well-thought-out strategy and a balanced portfolio, it is entirely possible to achieve sustainable growth even when starting with modest means.

Luxembourg Life Insurance: An Essential Asset for French Savers

Luxembourg Life Insurance: An Essential Asset for French Savers

by nilton.ortega@telomere.ch | Dec 19, 2025 | Entrepreneurs, Executives, Latest news, TELOMERE Capital

Luxembourg life insurance is designed not only for high-net-worth individuals, but for anyone seeking a long-term wealth planning solution. Increasingly popular among French investors, it combines tax efficiency with enhanced security, flexibility, and performance, while fully complying with current regulations.

Understanding stress to invest better

Understanding stress to invest better

by nilton.ortega@telomere.ch | Nov 26, 2025 | Finance, Latest news, TELOMERE Capital

Investing your money, the result of years of effort and saving can be a source of anxiety. The uncertainty of the markets, along with economic and geopolitical fluctuations, are well-known stress factors.

Virtual meetings or in-person encounters: toward a return to genuine connections?

Virtual meetings or in-person encounters: toward a return to genuine connections?

by nilton.ortega@telomere.ch | Oct 28, 2025 | Latest news, TELOMERE Capital

In recent years, virtual meetings have become the norm. Driven by digitalization and remote work, they have proven attractive for their convenience and efficiency.

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  • Market update – March 2026
  • Private Bank or Independent Wealth Manager?
  • An IT Platform Should Today Be Seen as a Strategic Lever
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