Generational

Tech can help Asset Managers Manage the Generational Wealth Transfer

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Tech can help Asset Managers Manage the Generational Wealth Transfer

The changing dynamic of the asset management industry The asset management industry and heritage is faced at a transformer moment. Despite a 12% increase in global assets under management (AUM) to 120 billions of dollars, profitability and income gains have not followed the pace. The income needle barely evolved in 2023, while the profits dropped … Read more

BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Home Interviews with executives BTG Pactual’s Mariana Oiticica steers private banking through generational change Younger, globally oriented clients are turning to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance: How does increased demand for offshore investments in Latin America impact the long-term strategies of high-net-worth clients? Mariana Oiticica: This … Read more