Technology is reshaping every industry, and finance is no exception. Fintechs — financial technology companies — are at the forefront of this transformation. While mass-market fintechs like Revolut, Klarna, and Robinhood dominate headlines with their focus on streamlining finances for consumers and retail investors, UHNWIs have a fundamentally different requirement: leveraging technology to liberate themselves and their advisors to focus on the strategic decisions, relationships, and communications that humans handle better than machines.
On 3 February 2025, US President Trump signed an executive order to formulate a plan for creating a federal-level sovereign wealth fund (SWF). This initiative will obviously have implications for global markets, but it also invites UHNWIs to consider what can be learned through observing these massive state-owned investment vehicles in general. In many ways, SWFs' objectives mirror those of ultra-high-net-worth individuals and their families - both are focused on growing and preserving wealth across generations while balancing risk and opportunity. Starting with this piece on SWF governance, over the coming weeks we will explore the striking parallels between sovereign
Millennials and Gen Zers, born roughly between the early 1980s and mid-2010s, are not only the largest demographic groups but are also driving significant changes in consumer behaviour, work trends, and investment preferences. Here we explore the potential impact of these generations on the economy, delving into their characteristics, preferences, and the emerging trends that are shaping the financial world.
As the new year unfolds, the business landscape is poised for significant transformation. The upcoming megatrends of 2024 promise to redefine industries, reshape strategies, and create both challenges and opportunities for companies worldwide. Let's delve into the five most important ones to watch this year.
The next 10–20 years represent a momentous opportunity for the younger generation. Known as the "Great Wealth Transfer," a massive amount of financial wealth will be transferred from the Baby Boomer generation to Millennials and Gen Z, collectively known as Zennials. This intergenerational transfer will not only impact the economy but will also have a ripple effect on technology and culture.
Excitement around cryptocurrencies has surged over recent years, sometimes dominating financial headlines and discussions. Where did it all start? This article aims to provide an overview of cryptocurrencies' history and what it may be saying about their future.
Economic growth due to demographic changes is a unique opportunity for the demographic dividend. The population in the Middle East and North Africa region is expected to double in size within the next twenty years. With the right investments and opportunities, young people can build a stable future in their countries.
Non-fungible tokens (NFTs) create a unique place in the digital asset space by combining rarity and authenticity. They function as digital certificates of authenticity by representing ownership of unique goods on the blockchain. Individuals with ultra-high net worth (UHNWIs) and high net worth (HNWIs) are increasingly interested in this emerging asset class in an ever-changing global financial landscape.

Insights On Wealth Management And More.

Delivered To Your Inbox, Weekly.
Left Menu Icon