News, Comment & Analysis results for generation
UBS Pre-Tax Profit Rises In Q3 2025; Wealth Revenues, Assets Gain
The bank reported a generally positive set of results, noting, for example, that it was making...
Costs Big Barrier To Creating Family Offices – Julius Baer/PwC Study
The sheer expense of building a family office is a headache for a number of UHNW families;...
HarbourVest Partners Expands Middle East Presence
The firm’s announcement comes after a number of firms recently set up shop in Dubai and...
Infrastructure, "Real Assets" Ride Rising Escalator: Guinness Global Investors
We talk to a manager of a newly-launched real assets fund about infrastructure, ranging from...
HSBC, London Business School Launch Wealth Academy In UK
The bank’s training initiative speaks to a major theme in the sector – where will the next...
Ocorian Expands In United Arab Emirates
The firm’s announcement follows a number of firms recently setting up shop in Dubai and...
Swiss Single-Family Office Enters IPO-Focused Partnership
A single-family office that sees itself very much as a "next generation" organisation is building a...
You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift
The fear that the children or relatives of HNW clients might choose a different advisor is one of...
Franklin Templeton, IE University, OpenWealth Launch Family Office Hub
The academic and business platform aims to blend academic research with practical insights to help...
BlackRock Positive On European Fixed Income In 2025
US investment manager BlackRock released this week its fixed income outlook for the third quarter...