12/23/2025
Three lessons from 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.
Research
12/10/2025
The University of Oxford and UBS are jointly launching the Oxford-UBS Centre for Applied AI as a pioneer for research and innovation.
The University of Oxford and UBS have announced the establishment of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).
11/20/2025
Strategic Recalibration: How Alternatives Are Redefining Wealth Management Amid Global Market Stress
The discussion began with a dissection of global equities.
11/12/2025
The rise of alternative investments
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
Client-Centricity, Education, and Empathy: Inside Anand Rathi’s Preferred Strategy
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
Donations from wealthy people increasing but lack of impact reporting a barrier, report says
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
Race for Relevance Fuels M&A in Asset and Wealth Management
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
Will investors continue to look through the US government shutdown?
The indifferent market response to the government shutdown is in line with historical experiences.
09/24/2025
HSBC Digital Transformation Strategy Analysis Report 2025: Technology Focus and Initiatives, Investments, Acquisition Partnerships, Network Map, ICT Budget - ResearchAndMarkets.com
The report provides insights into company's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives.
09/24/2025
CIO Update – Market highs signal solidity, not stress
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
Passive fixed income misses over 200 fallen angels and rising stars since 2020
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
Gen Z turns back on property to build wealth, Revolut survey claims
Housing crisis continues to price them out of market
09/12/2025
Banking on love: Gen Z’s financial confidence hinges on finding the ‘one’, but more than 50 per cent say cost of dating is getting in the way
The rising cost of dating, however, is an obstacle for those hoping to find the one.
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.
08/26/2025
Africa Wealth Report 2025: Continent Outpaces Global Growth as New Wealth Hubs Surge
The continent is currently home to 25 billionaires, 348 centi-millionaires, and 122,500 millionaires
08/06/2025
Banking in 2025: Risk, regulation, and strategic readiness
The financial system and the world surrounding it are evolving through both disruption and innovation.
08/05/2025
India’s wealthiest 1 pc holds 60 pc assets in real estate, gold: Report
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
Professionalising a key function in Wealth Management: Interview with Julien Froidevaux
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
UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds
The results are consistent with those of previous years’ surveys, signalling that private markets have become embedded in UHNW/HNW portfolios.
07/09/2025
Nucleus launches Voice of the Adviser Survey: A profession caught between two worlds
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.