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The rise of AI agents in wealth management
AI agents have the potential to revolutionize entire industries, and wealth management is no exception.
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The rise of AI agents in wealth management
AI agents have the potential to revolutionize entire industries, and wealth management is no exception.
Feb 12, 2025
Wealth management
Wealth management trends that are shaping the future
Let’s explore the most significant wealth management trends and how they’re defining the future.
Jan 22, 2025
Wealth management
Wealth management reporting: Turning data into actionable insights
The days of generic spreadsheets and static reports are fading into the past. Instead, sophisticated reporting tools are now the backbone of modern wealth management.
Jan 20, 2025
Wealth management
Private banking vs. wealth management: Understanding the key differences
While they might seem interchangeable, these services cater to different needs and financial goals. So, what exactly sets them apart, and which is the right fit for you?
Jan 07, 2025
Wealth management
Asset and wealth management: Key differences and benefits
These terms often get tossed around interchangeably, but they serve distinct purposes. So, let’s break it down: what is the difference between asset management and wealth management, and which one might be right for you?
Jan 02, 2025
Wealth management
COP29: Progress and paralysis in global climate talks
With 2024 already confirmed as the hottest year on record, COP29 set out to chart a course toward safety. Here’s how it unfolded.
Nov 26, 2024
Sustainability,
Climate change
Biodiversity COP16: Key achievements and critical gaps
This COP was awaited with high hopes for game-changing commitments and action plans to reverse biodiversity loss. Here’s a breakdown of key achievements and critical gaps.
Nov 05, 2024
Climate change,
Sustainability
Aleta x Matter: 5 years of empowering sustainability-minded investors
This month, we celebrate 5 years with Matter who provides our wealth management platform with superior sustainability insights.
Oct 28, 2024
Aleta news
Time-Weighted Return (TWR) vs. Money-Weighted Rate of Return (MWRR)
It may seem illogical, but different return types can yield vastly different percentage returns. We take a close look at the two main return types and their differences.
Jul 16, 2024
Academy
Money-Weighted Rate of Return (MWRR): Explaining the metric and how to calculate it
One of the most commonly used forms of return is the money-weighted rate of return (MWRR). This article will give you a deeper understanding of the metric and teach you how to calculate it.
Jun 04, 2024
Academy
Family office private equity: Navigating opportunities and challenges
In this article, we explore the nuances of family office private equity, and why this alternative asset class has become so popular among family offices.
Jun 03, 2024
Family offices,
Private equity
The Great Wealth Transfer pt. 3/3: The rise of the trusted advisor
In this third and final part of our series on the Great Wealth Transfer, we delve into why HNWIs are increasingly seeking comprehensive, holistic advisory from a trusted advisor.
May 21, 2024
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