Why business owners’ biggest planning gap comes after the sale
The same data shows that 41% expect to sell within five years and another 20% within the following decade.
Research
465 articles found
Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
HSBC: Asia's Economy to Slow Due to Export, AI Worries
China will slow down from 4.9, 5 percent last year to about 4.6 percent this year, with deceleration anticipated elsewhere within the region
The wealthy kids of property-rich U.K. parents get the highest-paying jobs, especially sons—and new research has revealed why
Now, new research shows that U.K. parents who reaped the rewards of the country’s housing boom three decades ago set their kids up for success down the line.
Why Wealth Managers Should Think Differently About AI
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.
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.
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).
Strategic Recalibration: How Alternatives Are Redefining Wealth Management Amid Global Market Stress
The discussion began with a dissection of global equities.
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.
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.
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.
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.