Megatrends
Global Families OPINION
Family offices must focus on risk management to safeguard generational wealth
Most family offices are not yet implementing effective risk management strategies, but...
Global Families OPINION
The rise of the integrated adviser for wealthy families
Integrated advice is vital in today’s increasingly complex financial environment, with wealthy...
Digital and Tech OPINION
Cyber security in wealth management: protecting client data in a digital age
As custodians of highly sensitive financial data, wealth management firms are prime...
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September 2, 2024
Leveraging AI in the ultra-high net worth and family office segment
How can artificial intelligence best be used in a segment that demands a white glove...
August 29, 2024
The final frontier: private banks look to benefit from the space race
The space economy is set to experience an explosion in growth, and the arrival of...
Europe OPINION
August 28, 2024
The impact of the UK's changing non-dom landscape on wealthy Africans
The UK’s non-dom regime has attracted HNW individuals from Africa in particular, but with reforms...
Business models OPINION
August 23, 2024
Diversity both a moral imperative and a business necessity for private banks
Established processes prevent wealth management firms from tapping into diverse candidate pools, but failure to...
August 22, 2024
Fear of missing out drives GenAI race in wealth management
Not wanting to lag the competition, wealth management firms have been rolling out new GenAI...
August 21, 2024
Could the tide be turning for ESG investing?
Leaders in the UK and US may have cooled on ESG but returns have been...
Business models OPINION
August 16, 2024
Purposeful digitalisation essential to future of wealth management
Those firms resistant to modernisation will not survive, while companies that embrace the challenge will...