News, Comment & Analysis results for Capgemini
NextGen's Wealth Creation Shift – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what
Family Offices Expand Services To Keep Pace With Demand – Global Study
In a busy set of weeks for wealth management reports, this family offices study, drawing from
Global HNW Wealth Population Rose In 2024; North America Outperforms – Capgemini
The rise in equities last year helped lift the wealth and population of HNW individuals around the
A Cautionary Tale: Challenges Of Serving UHNW, Centimillionaire Client Segments
The following article considers the upper echelons of wealthy individuals and how, based on their
Trusts As A Tax-Saving Tool: How To Minimize Estate Taxes
This article provides a guide to the wide range of trust models that exist in the US, how they are
A Proposed Customer Identification Program And Privacy Concerns
A difficult balance must be struck between complying with laws aimed at foiling money launderers
Higher, Complex Wealth Fuels Demand For More Financial Relationships – Capgemini
A number of forces are combining to encourage UHNW individuals to increase the number of financial
AI-Focused Equities To Stay Supported, Despite Tech-Led Volatility – UBS
After the recent tech-led volatility, Mark Haefele, UBS Global Wealth Management chief investment
Portfolios Must Be AI Enabled In 2024 – UBS
The chief investment office of Swiss private bank UBS has just released its mid-year outlook 2024,
Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?
In this news analysis, the editor examines whether firms have figured out decisively how to cater
Comment & Analysis results for Capgemini
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WealthTechAsia Awards 2021 – UBS
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