Family offices worldwide are facing a seismic shift in generational wealth. As Gen Y and Z come of age, their digital-first approach is already disrupting the longstanding traditions of wealth management and family governance.
Family offices have increasingly turned their attention to real estate as a key asset class. This shift in focus can be attributed to a number of factors. These include the search for stable returns, portfolio diversification, and the long-term wealth preservation opportunities.
The impact of technology and data analytics on industries is dramatic. For UHNWIs and HNWIs, the traditional paradigm of family offices is no longer adequate. The fast-paced evolution of financial markets and the complexities involved in asset management necessitate a transition towards innovative approaches. The question is not whether to innovate, but how and when to innovate.
In an era marked by rapid advancements and unprecedented global changes, the Innovation & Technology (I&T) sectors are transforming more than just economies—they are altering the very fabric of our societies. From biotechnology breakthroughs to the rise of artificial intelligence, these sectors are creating investment avenues that didn't exist a decade ago. For Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs), these developments pose opportunities and challenges that are impossible to ignore.
Mid-sized companies (known as Mittelstand in German) face a pressing problem: finding a successor to carry on their legacy. Enter Tradineo, a pioneering startup that is addressing this challenge by acquiring and transitioning mid-market family businesses to new management. Discover how Tradineo is transforming succession planning in the German midmarket with innovative strategies.
Merck, a pharmaceutical, biotech, and specialty chemicals group, combines tradition, crisis resistance, and economic success like hardly any other German company. The company's history of 354 years is not the only proof of this. Current information and predictions are sufficient: Merck is the largest and most valuable family-owned company in Germany with sales of 20 billion euros and a stock market value of 70 billion euros.
In the rapidly evolving wealth management industry, one concept stands out as a game-changer: hyper-personalization. As investor expectations continue to shift, financial professionals must adapt and embrace the power of tailored financial advice. This article explores the importance of hyper-personalisation in wealth management and how it can drive client satisfaction.
The UAE has become a magnet for the ultra-wealthy, with a 20% increase in wealth in 2021, driven largely by ultra-high-net-worth individuals individuals and Family Offices. Projections suggest this trend will continue, reaching $1 trillion in total financial wealth by 2026.

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