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Let’s explore the most significant wealth management trends and how they’re defining the future.
Jan 22, 2025
Wealth management
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
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
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
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
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
This month, we celebrate 5 years with Matter who provides our wealth management platform with superior sustainability insights.
Oct 28, 2024
Aleta news
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
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
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
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
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
A next-generation wealth platform for progressive wealth owners
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