Wealth and Asset Management

15431 articles found

Wealth and Asset Management

Your HNW clients probably protect their businesses more robustly than their estates

Ultra-high-net-worth families are spending heavily on estate security technology but leaving critical gaps in governance, training, and coordination that are leaving them exposed to rising threats, including AI-driven attacks, according to new research.   With advisors increasingly taking a holistic approach in client relationships, understanding the very real risks associated with their homes and other […]
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Wealth and Asset Management

Guernsey recognised at Wealth for Good Awards 2026 for leadership in sustainable finance

Guernsey has won the Sustainability Programme (UK) category at the Wealth for Good Awards 2026, reinforcing the island’s reputation as an international leader in sustainable finance.    Presented by WealthBriefing, the Wealth for Good Awards recognise organisations that demonstrate excellence, innovation and leadership in sustainability, impact investing, corporate governance, philanthropy and social responsibility across the […]
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Wealth and Asset Management

The Great Wealth Transfer: How the Next Generation is redefining the rules of wealth

An estimated USD 120 trillion of assets will pass from Baby Boomers to younger generations in the coming decades. This unprecedented intergenerational transfer of wealth is expected to reshape investment preferences, financial advisory models and the role of wealth management institutions.    The EFG Gamma Foundation’s annual conference on 29 May 2026 was therefore dedicated […]
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Wealth and Asset Management

The 2026 Australian Wealth Management Summit returns

The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney bringing together senior investment professionals, asset consultants, economists, and advisers.    The one-day summit will explore alternative investments from private equity and real assets to private credit, infrastructure, and digital assets which are playing an increasingly central role in institutional […]
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Wealth and Asset Management

Wealthy collectors must plan for ‘Great Stuff Transfer’ or risk leaving heirs in the dark, HSBC warns

Wealthy collectors should treat their collections as serious legacy assets – and start planning accordingly –  says a new report by HSBC Private Bank.   With an estimated $992 billion in art and collectibles expected to change hands over the next decade, the report identifies the ‘Great Stuff Transfer’ as a significant but largely overlooked […]
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Wealth and Asset Management

Why Wealth and Asset Managers must innovate

There have been many false storms during my 25 years in the wealth and asset management sector. Pricing wasn’t going to hold but remains robust. Robo-advisors were going to commoditise the sector but remain peripheral. Regulation was going to reduce effectiveness and demand but remains manageable.   One might therefore forgive wealth and asset managers […]
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Wealth and Asset Management

Everything you need to know before moving abroad

Relocating abroad demands careful planning, especially for individuals or families moving for work, study or long-term residence. Popular destinations like Australia, Canada, Singapore, Malaysia and the United States each have their own requirements for documents, housing, healthcare and finances. Understanding these early helps avoid delays and ensures a smoother move.   For many, financial planning […]
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