12/01/2025
In this conversation, managing partner Marcus Archer shares his perspective on building trust with entrepreneurs, scaling without losing culture, and guiding businesses through today’s volatile dealmaking environment.
12/01/2025
Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland
11/28/2025
The London office is the business's largest in Europe, with the Birmingham base specialising in innovation and technology.
11/28/2025
The components of M3 showed the following developments.
11/27/2025
By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners
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managers saying they struggle to locate the information they need, and almost half (44%) viewing their systems as outdated.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.