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Wealth management trends that are shaping the future

Let’s explore the most significant wealth management trends and how they’re defining the future.

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

NextGen

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The Great Wealth Transfer pt. 2/3: A launchpad for sustainable investment

As a whopping 30% of global wealth is being passed on to the next generation within the coming decade, it’s not just fortunes that are shifting but priorities too.

Apr 29, 2024

NextGen

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