Unclaimed assets—whether bank accounts, insurance payouts, retirement funds, stocks, or digital assets—often remain untouched for a variety of reasons. You might wonder, with so many people in need worldwide, why would these assets be left unclaimed? Here are...
Asset Management
The Future of Wealth: How Personal Asset Portfolios Have Evolved Over 50 Years
The Shift in Asset Management Over Half a Century The last half-century has witnessed a deep transformation in personal asset management. The days of ledger books and stock certificates have given way to sophisticated digital platforms and a diverse array of...
From Stocks to Satoshi: The Evolution of Investment Options and Personal Asset Portfolios
In a world that has transformed dramatically over the last half-century, the ways in which we view and manage our personal assets have changed too. The days when owning a piece of land or a few shares of a company were the pinnacle of personal financial achievement...
Why do assets stay unclaimed?
What are unclaimed assets? When a legal event occurs that mandates that assets are passed on to another person or entity, but that transfer of ownership does not take place, those assets are known as ‘unclaimed assets’. They are different from ‘abandoned assets,’...
Digital Assets in Your Will
Digital assets vs normal assets Before we get into the types of digital assets and what you can and cannot do with them through your will, let’s make sure we know what digital assets are. Simply put, every possession that’s not physical (i.e., not your car, house,...
Digital Legacy Management – How Can It Protect Your Digital Assets?
Why do we need to protect our digital assets? Many of us haven’t thought about protecting our digital and financial assets at all. It’s not that we are irresponsible or don’t care about them. It’s just that we’ve always associated topics such as asset protection,...
Should You Invest in a System to Manage Your Financial Assets? 3 Crucial Things to Consider
Individuals who are planning their estates need to ensure their assets and property are protected in the future. It is imperative that you ponder how to protect your assets concerning investing in an asset management system. What is an AMS or Asset Management...
5 valuable tools for your personal financial protection
Sometimes we become overly focused on the general idea of something and forget about the little details that could “make or break” it. This applies absolutely to our finances. It’s undoubtedly tempting to continuously improve our financial standing – either by adding...
The estate planning of the future
In human history, we’ve seen many periods of drastic change. Some of these changes were positive, others were vastly negative and tragic. But in every case, people inevitably said that they had not realized the magnitude of these profound changes. They realized that...
History of the asset management industry
What is asset management? Asset management can be described as the set of activities related to managing a portfolio of assets with the goal of increasing their value. For those of you who are interested in a more detailed definition of asset management, we’ve...