Wealth Management

Switzerland's 2025 Tax Reforms: Key Changes and Debates
Capital, Risk & Assets Switzerland's 2025 Tax Reforms: Key Changes and Debates

Switzerland stands at a pivotal moment in its fiscal landscape, with a series of tax reforms rolling out or under intense discussion this year, sparking both optimism and contention among policymakers, businesses, and residents alike. These changes, ranging from regional income tax cuts to federal

Can AI Bridge the Wealth Gap in UHNW Families?
Capital, Risk & Assets Can AI Bridge the Wealth Gap in UHNW Families?

In the realm of ultra-high-net-worth (UHNW) families, where fortunes often span multiple generations, the emergence of artificial intelligence (AI) is introducing both unprecedented opportunities and significant challenges in wealth management and succession planning. This transformative

AssetMark Expands RIA Sales; New Hub in Charlotte Unveiled
Capital, Risk & Assets AssetMark Expands RIA Sales; New Hub in Charlotte Unveiled

In a significant development within the financial advisory sector, AssetMark has made strategic moves to amplify its presence and influence among Registered Investment Advisors (RIA). With the recent appointment of Phill Rogerson as the new head of RIA sales, the company aims to leverage his

How Are Mergers and Talent Transforming Wealth Management?
Capital, Risk & Assets How Are Mergers and Talent Transforming Wealth Management?

The landscape of wealth management in the current era is undergoing significant evolution, profoundly influenced by strategic mergers and acquisitions alongside transformative talent shifts. As the sector grapples with an increasingly complex economic environment, industry leaders are engaging in

Robo-Advisors Transform Canada's Financial Advisory Landscape
Capital, Risk & Assets Robo-Advisors Transform Canada's Financial Advisory Landscape

Over the last few years, robo-advisors have become increasingly prominent in the financial services sector, reshaping how Canadians approach investments. These digital platforms use sophisticated algorithms to offer portfolio management with minimal human intervention, providing investors with an

Can Fintech and Crypto Turn Traditional Banks Obsolete?
Trends & Future Can Fintech and Crypto Turn Traditional Banks Obsolete?

In recent years, the finance sector has witnessed significant shifts in consumer behavior, driven by evolving technology and heightened expectations for personalized and seamless services. The migration of $2 trillion from traditional banks to fintech solutions and high-yield savings accounts

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