Megatrends
Digital and Tech OPINION
Helping wealth managers wade through the data
While financial firms are busy deploying technology to enhance their business models,...
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Engaging with the next generation of family wealth
Despite succession planning being high on their agendas, many families are failing...
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Digital and Tech OPINION
Empowering wealth managers with generative AI
Generative AI has the potential to completely transform the way financial businesses...
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Digital and Tech
OPINION
April 8, 2024
Fake or fortune: are things really as they seem for global investors?
A shrinking global workforce and renewed geopolitical divisions present challenges for portfolio managers, but investments...
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April 4, 2024
Syz transition helps Geneva private bank to sail a steady course
Nicolas Syz talks about how today’s wealth managers can embrace family business succession, innovation and...
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March 27, 2024
Is the UK becoming less attractive to global families?
Recently announced tax changes could lead global high net worth individuals and their families to...
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Digital and Tech
OPINION
March 25, 2024
Digital assets move into mainstream for family offices
Digital assets can offer diversification and improved risk-adjusted returns to investment portfolios, while increasing levels...
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March 20, 2024
Wealth managers remain cautious on crypto
Despite ‘unstoppable’ demand for cryptocurrency, asset and wealth managers are still waiting and watching from...
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March 12, 2024
Shipping under the spotlight
Analysts are keeping an eye on how asset allocation may be affected by continued disruption...
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March 11, 2024
GenAI set to transform wealth management industry
Generative AI can allow wealth managers to personalise at scale, enabling them to put clients...
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