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Private Wealth Owners

Why Technology Investment – Not Higher Salaries – Is Key to Family Office Success

Today’s family offices face two challenges that seem to work against each other: keeping talented staff and controlling costs. Recent industry research shows this phenomenon to be widespread. Simply paying higher salaries is not the answer. The way forward is to invest in modern technology that transforms how family offices operate.
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Family Office Strategy: How Family Banking Builds Legacy Beyond Financial Returns

For ultra-wealthy families, a family bank represents both a powerful conceptual framework and, in some cases, a formally structured approach to deploying capital. More than just a financial tool, family banking creates a foundation for fostering legacy that extends far beyond numbers on balance sheets. Here we explore this model, explain how it integrates with family office operations, and highlight key considerations that modern family office builders should understand when implementing this time-tested approach.
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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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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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Transforming Portfolio Visibility: Three Critical Capabilities for Private Equity Success

According to EY, in 2025 private equity (PE) firms' emphasis on growth through improved operations will be a key trend shaping the sector. The consultancy identifies data and analytics capabilities as playing a crucial role in PE growth strategy, particularly for meeting stakeholders' increasing demands for greater transparency into performance, risk management, and value creation strategies. For PE firms looking to capitalize on this trend, focusing on three specific data analytics capabilities can provide a significant competitive advantage.
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