09/04/2025
Global wealth firms launch landmark AI study
It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs.
09/04/2025
It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs.
08/26/2025
The continent is currently home to 25 billionaires, 348 centi-millionaires, and 122,500 millionaires
08/06/2025
The financial system and the world surrounding it are evolving through both disruption and innovation.
08/05/2025
This segment of 'wealthiest citizens' is comprised of Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI) and the affluent class.
07/31/2025
The ISFB Portfolio Management Assistant Certificate is aimed at professionals who support relationship managers on a daily basis in serving private and institutional clients.
07/18/2025
The results are consistent with those of previous years’ surveys, signalling that private markets have become embedded in UHNW/HNW portfolios.
07/09/2025
The research was carried out over a three-week period from 29 May-19 June 2025 and reveals a profession at a pivotal moment – arguably caught between two worlds.
06/30/2025
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
As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues
06/26/2025
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/17/2025
GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.
06/16/2025
As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity.
06/16/2025
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
Insights into giving and inheriting wealth across generations.
06/03/2025
This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles.
05/22/2025
Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging.
04/04/2025
Lower fees was cited by 61 per cent of respondents who are not currently advised, alongside trustworthiness at 58 per cent.
03/12/2025
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
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
Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.