03/12/2025

The challenge to balance in-house views with client preferences

Its Emerging Trends in Wealth Management report earlier this year found wealth managers are more readily offering bespoke portfolios to a larger client base, thanks to technology advancements which have transformed personalisation from a luxury into an in

03/10/2025

Five key charts from UBS's annual returns study

UBS’s 2025 Global Investment Returns Yearbook highlights the US, breaking down the ‘American exceptionalism trade’ and the sheer level of market concentration in tech giants.