A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring ...

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising ...

Nicolas Syz, one of the more outspoken players in Swiss wealth and asset management, talks about the generational handover at ...

Geopolitical polarisation, accompanied by revival of the so-called “Monroe Doctrine”, is splitting the world into American, ...

Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on ...

The next generation are not staying with a wealth firm just because their parents did, but seeking seamless transition, tailored experience and authentic relationships with advisers ...

There is a common belief that many clients ditch their UK wealth managers due to tax issues, but this often misses the true problem ...

A new era of geopolitical turbulence, combined with shrinking diversification in global indices, is likely to push advisers ...

Culture, leadership and service models are paramount when choosing a private bank, but are these components best provided by behemoths or boutique players?

As China and the US compete for supremacy in autonomous vehicles, Europe is being left behind, hindered by excessive regulation ...

As disinformation risks rise, early intervention is crucial, and anonymity is no longer a viable defence.

Despite succession planning being high on their agendas, many families are failing to do enough to involve younger generations in the management of their wealth. Empowering the next generation to ...