Should you trust AI to manage your money? The finance industry is betting you will
“Talk to Chuck,” goes the famous ad slogan for Charles Schwab. These days, though, investors are just as…
Why the super-rich are quietly going borderless – The Armchair Trader
The world’s wealthiest investors are rethinking the foundations of portfolio strategy, shifting beyond traditional asset allocation towards a…
Perpetual sells wealth division for $550m
Perpetual has confirmed it has entered into a binding agreement with private equity firm Bain Capital to sell…
Four advisors who are moving the needle on women and wealth
“I was a woman working in a financial institution at the time, on a sales floor of over…
How I spend my currency … with Khanyi Nzukuma
As CEO of Glacier by Sanlam, Khanyi Nzukuma focuses on wealth preservation and bespoke investment solutions. Having led…
UBS Bets on the Rise of Asia’s Female Wealth Segment
UBS Bets on the Rise of Asia’s Female Wealth Segment UBS Global Wealth Management’s Asia co-heads Amy Lo…
Great Wealth Transfer is already happening as millennials hitting ‘Peak 35’ are richer than ever
Thirty, flirty, and thriving. Forget the dirty thirties: millennials are now entering their era of earning, and they’re…
Europe’s millionaires are taking kids to bespoke events to prepare them for wealth transfer
The $90 trillion Great Wealth Transfer is set to rebalance the generational income gap as the Silent Generation…
AI Threat Prompts UBS to Downgrade Tech, Boosts Miners and Power Producers
The threat to software-backed businesses from artificial intelligence should prompt investors to shift focus from technology to companies…
UBS’ DPM Platform Crosses Key Milestone
UBS’ DPM Platform Crosses Key Milestone The discretionary portfolio management platform of UBS’ wealth business has achieved a…
Fiscal Fireworks: How Debt is Rewriting the Rules for the US and Japan – J.P. Morgan
Fiscal Fireworks: How Debt is Rewriting the Rules for the US and Japan J.P. MorganThe World Economy Is Hooked…
New J.P. Morgan Research Sheds Light on the Wealth Dialogue Between Generations
GENERAL RISKS & CONSIDERATIONS. Any views, strategies or products discussed in this material may not be appropriate for all…