11/26/2025
*A study — the first of its kind in Greece — surveying over 250 ultra-high-net-worth individuals from 30 countries shows a 63% intent to purchase. At the same time, Greece captures just 2% of the €50 billion Mediterranean market.*
11/26/2025
The current offshore investment landscape demands adaptability and integrated frameworks that balance performance and compliance.
11/25/2025
New research from BCG and Deutsche Bank’s Private Banking Report shows that 8.8 million Germans now fall into this category, holding between €100k and €2m in investable onshore assets.
11/25/2025
The event showcased our commitment to shaping a financial system that works well for all, focusing on our theme of rebalancing risk and deepening trust.
11/25/2025
Spearheaded by the European Central Bank through the AMI-SeCo working group, ISO 20022 sets a clear path toward harmonised and automated post-trade processes across the continent.
11/24/2025
The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.
11/24/2025
The survey, which captures the views of 221 advisers, suggests a more cautious outlook for markets.
11/24/2025
As AI's increasing dominance looms, investors should look to infrastructure as an area for investment, as well as diversifying their assets, a UBS report has argued
11/21/2025
This fragmentation appears to be straining day-to-day operations, with one in three UK wealth managers saying they struggle to locate the information they need, and almost half (44%) viewing their systems as outdated.
11/21/2025
63% of GPs say they have lost investors or reinvestments due to AML/KYC compliance shortcomings
11/21/2025
The report also finds that current martech and data strategies fail to leverage real-time data for seamless customer experiences.
11/21/2025
For leaders at the pinnacle of their industries, networking isn’t a numbers game; it’s an art form, informed by data, exclusivity, and intentionality.
11/20/2025
In this context, the analysis provided by one of Lombard Odier's managing partners, the Geneva-based global wealth and asset manager founded in 1796, is instructive.
11/20/2025
The figure has increased more than 1,000% in just seven years.
11/20/2025
Particularly striking are the strong acceptance of crypto assets, the focus on private markets, and a clear trend toward active management.
11/19/2025
The ‘Queen’s bank’ Coutts has announced its latest graduate programme cohort, which is made up of almost 90 per cent men, as finance still the sector with the largest median gender pay gap in the country
11/19/2025
The economy is clearly at a point of significant risk as we move towards 2026.
11/19/2025
These centenarians tend their gardens, walk to see friends and share daily meals rich in vegetables and laughter.
11/18/2025
Digital assistants and smart automation will redefine service models, enabling faster, more scalable, and more human-centred advice.
11/17/2025
Soft skills remain an edge for active managers, but other market trends still present a big problem.