Tag: intergenerational wealth transfer

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

For decades, many wealth management firms have viewed younger investors as a future opportunity rather than a priority for today. The assumption was that...

Key European WealthTech investment stats in Q1 – Q3 2025: European WealthTech funding dropped by 68% YoY UK firms secured 60% of the top...

Key UK FinTech investment stats in H1 2025: UK FinTech funding fell by 28% YoY in H1 Trend analysis shows a projected drop of...

Key European FinTech investment stats in Q1 2025: European FinTech funding dropped by a quarter in Q1 2025 Funding is projected to grow by...

Key European WealthTech investment stats in Q1 2025: European WealthTech deal activity dropped by 85% QoQ in Q1 2025 UK companies cemented their European...