News, Comment & Analysis results for generation
Stocks, Luxury Goods To Benefit, Traditional Collectables Will Suffer In Great Wealth Transfer – Study
There is considerable commentary on a multi-trillion dollar wealth transfer and what impact it will...
OPINION OF THE WEEK: Millennial, Gen X, Boomer: These Terms Say Little About Your Client
It is time to retire generational labels of clients, particularly in public commentaries from the...
Allocation To Private Markets To Grow – Wealth Club
Bristol-headquartered Wealth Club, a UK non-advised investment service for high net worth...
UBS Survey Lifts Lid On How Families Prepare For Inheritance, Change
With a multi-trillion-dollar wealth transfer under way, preparing upcoming generations for the...
Who's Moving Where In Wealth Management? – M&G, Capital Generation Partners, Others
The latest moves, appointments and other senior personal changes for wealth management in the UK,...
Impact Investing Trumps Crypto For NextGens Amid $83 Trillion Wealth Transfer – UBS
UBS Global Wealth Management has issued its first UBS Global Next Generation Report, surveying next...
APAC Investors Most Likely To Fire Older Gen's Advisors – Survey
The survey by the investment house sheds light on how, with up to $84 trillion of assets changing...
Quilter Makes Changes To Senior Distribution Team
The firm said that continuing to increase the number of advisors, and in particular, encouraging...
OPINION OF THE WEEK: Charities Must Sharpen Up Governance Or Suffer Damage
A recent report in the UK makes for uncomfortable reading about governance standards and related...
Making Gifts Of Property: Key Points To Consider
There has been an increase in people gifting property and land to younger generations, mindful of...
Comment & Analysis results for generation
NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann
The first generation of a UHNW family might focus initially on protecting – and enjoying – what...
Challenges For Multi-Generational Families Over Succession
A take-home point from this article is that for multi-generational family firms to navigate...