01/07/2026
Advisers may benefit most from AI when they apply it to their core competency, such as proposal generation and personalized offerings, measuring their progress against their own goals rather than those of other segments.
12/23/2025
In keeping with annual tradition, our last article of the year features three lessons from 2025. We wish you a joyful festive period and a happy new year.
12/10/2025
The University of Oxford and UBS have announced the establishment of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).
11/20/2025
The discussion began with a dissection of global equities.
11/12/2025
But 2025 marks a turning point. Alternatives are now entering the mainstream of private wealth portfolios, reshaping how high-net-worth individuals (HNWIs) and their advisors approach portfolio construction.
10/10/2025
In a wealth management space where the term “client-first” is often used but rarely defined, Anand Rathi Preferred has built its model around three non-negotiables: risk tolerance, investment horizon, and liquidity needs.
10/10/2025
The Modern Philanthropist report says that while “philanthropic giving is now the norm among HNWIs in the UK”, there remain barriers to engagement and major giving.
10/09/2025
The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years.
10/07/2025
The indifferent market response to the government shutdown is in line with historical experiences.
09/24/2025
The report provides insights into company's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives.
09/24/2025
Stock markets have recently scaled a series of new heights. This can cause consternation among investors concerned the tide will soon turn, but we still see solid potential for risk assets. Coutts’ Chief Investment Officer Fahad Kamal explains why.
09/19/2025
In the first seven months of 2025 alone, 13 companies have been downgraded to high yield, while eight have been upgraded to investment grade.
09/16/2025
Housing crisis continues to price them out of market
09/12/2025
The rising cost of dating, however, is an obstacle for those hoping to find the one.
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.