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While you may not be specialised in the technology side of your firm’s operations, it is worth understanding the basics of cloud security. Your clients read the news, and the next time a cyberattack makes headlines they may wonder if you – and they – will be next. The information in this article will give you a solid foundation for putting their minds at ease.
These days, digitalisation is transforming the entire financial industry. What does that mean for professionals in the business of managing assets on behalf of wealthy and ultra-wealthy individuals? This article examines the importance of modern digital solutions for private bankers and independent asset managers in assisting them to deliver exceptional client service.
According to current statistics, your wealthiest clients are likely to have a rather uniform personal profile. According to research from Wealth-X, the global population of ultra-high net-worth individuals (UHNWIs) is 89% male, with an average age of 65. In the near future, however, the population of wealth owners will include more women, Great Wealth Transfer recipients, and affluent earners having just crossed the high net worth threshold. This article outlines what you should know to best position yourself to serve tomorrow’s digital-native investors.
As a wealth manager, do your clients take your advice entirely at face value? If not, they probably have good reasons. After all, they most likely became wealthy by thinking analytically. You should not expect them to stop that analysis just because you are providing the answers. Fortunately, their difficult questions can hold immense value for both you and them. A sophisticated digital wealth platform can help you extract and unlock that value.
In today’s increasingly digitalised financial landscape, all forward-thinking wealth professionals face a shared set of challenges in consolidating, analysing, and visualising data as they monitor investments. For family officers in particular, these challenges involve three specific challenges. Here we suggest how you can successfully address them.
To streamline their workflows and optimise their results, today’s successful wealth management firms use vast quantities of data covering multiple aspects of their clients’ financial lives, from the values of their portfolios to their personal information.
In 1997, four researchers left Roche to found Actelion, a Swiss multinational pharmaceutical and biotech company Johnson & Johnson acquired for US $30 billion in 2017. Cardiologist Jean-Paul Clozel assumed the role of founding CEO, but the research brains behind the operation were those of his wife Martine Clozel. Today she is known as one of the most successful female business founders in Switzerland.
Supercomputers have revolutionised the field of computing, enabling scientists, researchers, and industries to tackle complex problems and make groundbreaking discoveries. These high-performance machines are capable of processing vast amounts of data and performing calculations at unprecedented speeds. Let's explore the most powerful supercomputers in the world, their capabilities, and the impact they have on various fields of study and industry.

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