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.
Research
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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
Banking in 2025: Risk, regulation, and strategic readiness
The financial system and the world surrounding it are evolving through both disruption and innovation.
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.
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.
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.
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.
Societe Generale Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Innovation Programs
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
Research Reveals More Than 75% of UK Wealth Managers Planning Acquisitions
As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues
The Great Wealth Flight: Millionaires Relocate in Record Numbers
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm
GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.
Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide
For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic