News, Comment & Analysis results for generation
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...
Multi-Generational Family Leadership In The Spotlight At UK's Cambridge
The one-week programme in Cambridge gives families the tools to handle volatile times, shape their...
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;...
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...