In recent years, the priorities of ultra-high-net-worth families have undergone a clear shift. While preserving capital remains important, the conversation today increasingly turns to legacy, purpose, and long-term resilience. The most sophisticated families are redefining what wealth stewardship means — driven by a generational shift, market vola...
29 May 2025 /wealth /predictions Trends in Financial Services
With the great wealth transfer well underway, major changes are looming on the horizon in the family office landscape. These institutions — created to manage and preserve wealth across generations — are now facing several challenges, particularly as they are now overseeing diverse, cross-border assets. Additionally, they are aiming to adapt to th...
02 December 2024 /payments /wealth Innovation in Financial Services
Brodie HauptCo-founder & CEO at WLTH
Damien DugauquierCo-Founder & CEO at iPiD
Thomas MuellerCo-Founder & CEO at Rivero AG
Jonathan FriedmanCo-Founder & CEO at Karma
Markus LemberCo-Founder & CEO at Montonio
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