Research

470 articles found

Research

The Great Wealth Transfer will be smaller than you think

There’s been a lot of talk about the Great Wealth Transfer, a projected shift of an estimated $124 trillion from older generations to younger ones.    A new report, however, questions how much of that money will actually reach the younger generations.     Here’s the thinking: Let’s say boomers, alone, are sitting on $93 trillion […]
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High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?

Maintaining a premium lifestyle became notably more expensive for high-net-worth individuals over the past year, but currency movements, rather than local price inflation, were largely responsible.   Julius Baer's newly published Global Wealth and Lifestyle Report 2026 tracks a basket of 20 luxury goods and services across 25 cities worldwide and recorded an average increase […]
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New guide urges wealthy investors to define goals to maximise impact

The Center for Sustainable Finance and Private Wealth (CSP), University of St. Gallen (HSG), MIT Sloan Sustainability Initiative, Stanford PACS, and Impact Frontiers, have together published a guide based on research which found that a common reason wealthy investors and philanthropists struggle to make progress on their social and environmental impact, as well as their […]
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Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

Nearly ten years after the Sutton Trust’s launch of Pathways to Banking & Finance in partnership with Deutsche Bank, independent research by the Bridge Group highlights the programme’s long-term impact, as well as the further action required across the sector to ensure opportunity is genuinely accessible.    Drawing on survey responses from Pathways to Banking […]
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Reclaiming Advisor Time: Practical Integration and Personalization for Modern Wealth Management

Fragmented technology is eroding advisor productivity by up to 40%, according to our recent research. As client expectations rise and digital innovation accelerates, leading wealth management firms are moving beyond disconnected workflows to stay competitive in the next generation.   The High Cost of Workflow Fragmentation Despite significant technology investment across the industry, most advisory […]
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Invoice redirection scams – pause before you pay

Invoice redirection scams continue to affect individuals and businesses with established relationships, trusted suppliers and regular payment arrangements. Being informed and prepared remains one of the most effective ways to protect yourself.   A simple principle underpins much of our fraud prevention guidance: take a moment to pause before you pay. Creating space to stop […]
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Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning

Young wealthy adults aged 18-34 are emerging as the UK’s most proactive tax planners, challenging longstanding assumptions, according to new research from Brown Shipley, the UK wealth manager and subsidiary of Quintet Private Bank.    In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far […]
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