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February 9, 2026

From Dashboard to Development: How Wealth Tech Fuels Impact Investing

Impact investing is no longer a niche activity for the ethically inclined. According to Capgemini’s World Wealth Report 2024, 79% of ultra-high-net-worth individuals (UHNWIs) now prefer allocating capital to ventures that deliver measurable social or environmental outcomes - a dramatic rise from 52% in 2020.
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The Swiss Complexity Paradox: Why Ultra-Wealth Can No Longer Rely on Partial Visibility

Switzerland occupies a distinctive place in global private wealth. Over generations, it has become the jurisdiction of choice for families whose assets extend across borders, asset classes and family lines. Legal predictability underpins this position, but it is the combination of institutional continuity, political stability and a deeply embedded culture of long-term stewardship that has made Switzerland uniquely durable as a wealth centre. That durability has shaped how wealth is built and governed.
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Turning Transitions into Legacies: How Family Offices Empower UHNWIs

A business transition is never just a transaction. For ultra-high-net-worth entrepreneurs, it is the moment when wealth shifts from being created to being stewarded. Whether through a trade sale, IPO, or succession, this pivot brings both opportunity and risk: sudden liquidity, complex tax exposures, and the challenge of aligning heirs and advisors.
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Wealth with Purpose: How Technology is Empowering Women’s Impact Investing

Across Western Europe, ultra-wealthy women currently control some €4.6 trillion in assets, a sum set to swell by nearly half over the next decade (McKinsey & Company via Bloomberg, 2024). Their rising financial influence is shifting private capital’s priorities. No longer content with purely financial returns, many of these female investors are making impact investments to channel wealth toward causes that reflect their values. Digital platforms that offer transparency, control, and seamless alignment with personal convictions have become key tools in this transformation.
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