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The dynamics of changing the asset industry The asset management and wealth manufactures face a transformative moment. Although 12 % increase in Global assets under management (AUM) to 120 trillion …
Technology associate associate managers can help the generational wealth transfer – Magic Post Read More
house Executive interviews BTG Pactual’s Mariana Uytica is guiding private banking through generational change Younger, globally minded clients are driving the shift to offshore investments, making strategic and flexible wealth …
BTG Pactual’s Mariana Uytica is guiding private banking through generational change – Magic Post Read More
The largest intergenerational transfer of wealth in history is taking place right now, with older generations (particularly baby boomers) Passing about $84 trillion to younger generations between now and 2045. …
Banks need a digital strategy to manage $84 trillion in generational wealth transfer – Magic Post Read More