News, Comment & Analysis results for Capgemini
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
Using Investment Property Wealth Management To Attract HNW Clients
The CEO and founder of a US-based real estate business that harnesses technology talks about how
Comment & Analysis results for Capgemini
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m