Wealth management

The fundamental question is whether to keep a human adviser in front of every customer, not just the richest

With wealth creation becoming less of a challenge, we can now decide what we want that wealth to achieve

While accumulation and preservation remain essential, they are no longer the end of the story

The Republic offers trust, predictability and connectivity to opportunities across borders

In a world increasingly focused on what is next, the greater question may be what will last

Regardless of which side one lands on, the same concerns about preservation, purpose and harmony apply

Investors are asking where they should invest, resulting in a shift in portfolio construction and wealth planning

IBF’s AI co-lab begins with pathways for leaders, wealth managers and operations staff

Younger customers are prioritising investment performance, pricing and access to more products and platforms