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Research

06/30/2025

Societe Generale Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Innovation Programs

Discover Société Générale's tech strategies and innovation programs, including digital transformation insights, ICT budget details, and major contracts. Explore their global banking solutions and tech initiatives across Eu

06/27/2025

Research Reveals More Than 75% of UK Wealth Managers Planning Acquisitions

As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues

06/26/2025

The Great Wealth Flight: Millionaires Relocate in Record Numbers

Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.

06/17/2025

Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm

GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.

06/16/2025

Adding private market investments to your portfolio

As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity.

06/16/2025

Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide

For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic

06/12/2025

A new era of wealth transfer: Five key takeaways for securing your family legacy

Insights into giving and inheriting wealth across generations.

06/03/2025

Women’s Wealth Alliance seeks views on women in personal finance

This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles.

05/22/2025

Does Wealth Always Equal Happiness? New Research Suggest No

Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging.

04/04/2025

Winning over the unadvised amid $3.5tn wealth wave

Lower fees was cited by 61 per cent of respondents who are not currently advised, alongside trustworthiness at 58 per cent.

03/12/2025

Wealth disparity grows in Finland as rich get richer

The wealthiest 10 percent of households in Finland now account for more than half of the total net wealth, according to Statistics Finland.

03/07/2025

Calastone research reveals tokenisation could save US$135 billion for asset management industry

The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.

02/26/2025

Client communication outpace wealth managers digital shift

Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.

02/25/2025

Decision paralysis: two in five say investing is one of life’s toughest decisions

Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome.

02/25/2025

Rich people are powering America's economy

The top 10% of earners are now responsible for almost half of all spending, a record

02/18/2025

Concrete gold is enjoying great popularity again

This limits the potential for further increases in the current year, according to the study on the real estate market presented on Tuesday .

02/17/2025

New Manulife and Deloitte Report: Over Two-Thirds of High-Net-Worth Individuals in Greater China Consider Insurance Essential for Legacy and Succession Planning

Manulife Hong Kong collaborates with Deloitte to offer insights into legacy planning solutions for high-net-worth individuals

02/13/2025

LGT presents key findings from the "Wealth for Impact" study

Over the next 50 years, an unprecedented transfer of wealth will take place, reshaping financial landscapes and intergenerational wealth management.

02/12/2025

Methodology: America’s Top Women Wealth Advisors 2025

A focus on both qualitative and quantitative factors is imperative.

01/21/2025

Top 10 trends in private wealth for 2025

With the economic and social factors that led voters to turn against incumbents in 2024 set to persist for years to come

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Corona Heiress' Family Office Prepares for $8 Billion Succession

07-01-2025

Societe Generale Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Innovation Programs

06-30-2025

Dow Jones CEO Almar Latour on why knowledge is the new luxury

06-30-2025

Living between Dubai and Milan, but litigating in London

06-30-2025

AVPN launches new platform to streamline philanthropy in Asia

06-30-2025

Liberty Rock Property names new managing director

06-30-2025

Dubai Beckons: Bugatti Towers and Billion-Dollar Funds Emerge

06-30-2025

Redington CEO steps down after Gallagher deal

07-01-2025

Banque Internationale à Luxembourg opens private banking branch in Paris

07-04-2025

Julius Baer nabs UBS GWM's former EAM co-head for Apac

07-04-2025

Family Office investment: structures and strategies for 2025 and beyond

07-04-2025

Art Basel - Connecting through art

07-04-2025

Swiss sustainability-related investments rise, defying headwinds

07-04-2025

J. Stern & Co. opens new Frankfurt office, appoints Andreas Krebs as Head of Germany

07-04-2025

Katrina Johnson named Head of North Region at Brown Shipley

07-04-2025

Charles Stanley changes registered name to Raymond James WM

07-04-2025

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