News, Comment & Analysis results for younger generations
UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change
With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...
Global Wealth Creation Accelerates – Frank Knight
Knight Frank, a London-headquartered global property consultancy, released its 20th edition of The...
You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift
The fear that the children or relatives of HNW clients might choose a different advisor is one of...
HNW Families Accelerate Wealth Transfer, Highlight Need For Guidance – Study
Everyone talks about intergenerational wealth transfer, but it is still useful to see data on how...
Single Family Office: Three Different Types For Efficient Asset Transmission
There are different forms of family office and understanding the variations and the reasons for...
Collaboration And Setting Realistic Goals – Wealthy Individuals' Philanthropy
We talk to Citi Private Bank and Barclays Private Bank about how they approach advising wealthy...
Younger Generations Embracing Investing – HSBC
HSBC has just published its “Affluent Investor Snapshot 2024,” which looks at how younger...
EXCLUSIVE: Tech Automation Holds Rich Wealth Management Promise – In Conversation With FNZ
This news service speaks to one of the firms that has delved into what advisors think AI and other...
Efficiencies Through Tech, ESG Scrutiny And Open Finance – What 2024 May Bring
The author of this commentary considers what are important topics for wealth managers during this...
Rise In Risk Appetite Among Singapore Investors In 2023 – Avaloq
Digital banking and wealth management technology provider Avaloq published results this week of a...