Knowledge HUB
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How to vet family office software vendors in the age of AI
We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.
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Family offices love investing in AI – but are they using it?
Family offices are laser-focused on AI as an investment theme but hesitant to use it in their own operations. We unpack this disconnect and what it means for family offices and vendors.
Jul 23, 2025
AI,
Family offices
How to vet family office software vendors in the age of AI
We’ve created a no-nonsense guide on what to look for (and what to run from) to help you vet high-promise vendors in the AI era.
Jul 22, 2025
AI,
Family offices
Inside the UBS 2025 family office report: What the graphs are telling us
In this article, I’ll walk you through the most insightful graphs from the UBS report to show you where the world’s family offices are heading.
Jul 17, 2025
Family offices
81% of nextgens change WM firm when inheriting – here’s why
81% of nextgen HNWIs plan to switch from their parent’s wealth management firm. This article dives into a new report from Capgemini to explain why that is.
Jun 17, 2025
NextGen,
Wealth management
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,
AI
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
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