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Beyond Wealth

From Chamberlains to CFOs: Building Family Offices with Centuries of Wisdom

For centuries, ultra-wealthy families have been relying on dedicated teams to manage their financial affairs. These teams’ methods, operational scopes, and sophistication have evolved significantly in response to economic shifts, technological advances, and evolving global opportunities. By examining these transitions, we uncover valuable lessons for wealth owners building family offices in the modern era.
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Five Key Impact Investment Asset Classes and How Family Offices Approach Them

According to the Global Impact Investing Network (GIIN), in 2024 there were more than $1 trillion in assets under management allocated towards achieving social and environmental benefits alongside financial returns. What are the most popular forms of these assets and how do family offices approach them? This article breaks down the key information.
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Blended Finance and Catalytic Capital: What UHNWIs Should Know

In the realm of impact investing – making investments to simultaneously achieve financial returns and contribute to the greater good – blended finance is emerging as a popular strategy. In 2024, the Global Impact Investing Network (GIIN) found that 43% of surveyed impact investors said they had participated in a blended finance deal since 2021, and 24% said they planned to in the future. This article breaks down the basics UHNWIs should know about blended finance and its essential ingredient: catalytic capital.
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Empowered by the Purpose: The Rise of the Digital Matriarchs in Impact Investing

Across Western Europe, ultra-high-net-worth (UHNW) women are asserting an increasingly influential role in impact investing. They currently oversee some €4.6 trillion in assets, a sum set to swell by nearly half over the next decade (McKinsey & Company via Bloomberg, 2024). This rising financial influence is shifting private capital’s priorities. No longer content with purely financial returns, these investors seek 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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Five Key Reasons UHNWIs Are Embracing Impact Investing

Impact investing – allocating capital to generate measurable social or environmental benefits alongside financial returns – has become a strategic choice for UHNWIs. Far from a passing trend, it aligns with their goals of creating lasting legacies while addressing pressing global challenges. This article explores five key reasons why.
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Where a Wealth Fintech Calls Home: Why It Matters for UHNWIs

For UHNWIs, selecting the right financial technology company — or fintech for short — is a high-stakes decision. Different types of fintechs serve different purposes, but one supporting wealth management demands extra scrutiny: It handles a wide variety of a wealth owner’s most sensitive data. The country where such a fintech company operates is a key factor in how this data is protected — and should be a key factor in the decision to work with this company.
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The New Wealth Guardians: The Fintech Security Edge for UHNWIs

In an era where digital breaches make headlines and banking giants can falter overnight, UHNWIs face ongoing challenges in safeguarding their wealth. This article explores how fintech firms are emerging as the new sentinels of financial security, offering enhanced protection through purpose-built technology, unprecedented transparency, and rigorous compliance.
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Why UHNWIs Should Work with Fintechs: Specialised Excellence in Wealth Management

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.
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