2025 Wealth Industry Survey: The Eve of Disruption (Natixis IM)
After a year in which the balance of political power was upended by elections in Japan, the EU, the UK, the U.S.,…
Private Wealth and Family Offices
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Capitalizing on the Growing Alternative Lending Market (Nuveen)
Private Credit, a nascent and rising asset class for wealth portfolios but one that is close to ubiquitous amongst…
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How the 4% Rule Would Have Failed in the 1960s (Santa Clara University)
The 4% withdrawal rule was formulated by William Bengen to satisfy a specific historical test. This paper probes…
World’s Wealthiest Cities Report 2025 (Henley & Partners)
The report provides a comprehensive review of the 50 wealthiest cities in the world, with expert insights on…
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