Five Forces Shaping Wealth In 2026
The common pressure across all five forces is the rising price and tighter availability of capital.
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What a Strong CHF Does to Your Portfolio
A strong Swiss franc protects domestic purchasing power but reduces the CHF value of foreign assets, making currency exposure part of the portfolio return itself.
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What Should Family Wealth Preserve When Markets Will Not?
In southern Italy, Angelo Giordano is reviving forgotten crops that no longer pay their way — the kind of loss family philanthropy can preserve when markets will not.
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Who Owns Your Wealth Manager — And Why Does It Matter?
Private equity can improve a wealth manager’s technology, expertise and scale, but clients still need to understand who owns the firm, how advisers are paid and what changes when that owner eventually exits.
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Your Heirs Do Not Need to Know the Number. They Need to Know the Structure
Future heirs need a clear map of the assets, ownership, liquidity, advisers and decision rights they will eventually inherit.
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When Portfolio Customisation Stops Being Private Banking
Direct indexing is making personalised portfolios affordable and more widely available, pushing private banks to earn their premium through the wider complexity of a client’s wealth.
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When a Watch Collection Becomes Part of the Family Balance Sheet
Once watches form a serious part of family wealth, auction prices are only part of the picture. Valuation, liquidity and succession matter more.
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Cat Bonds: A Different Kind of Portfolio Risk
Catastrophe bonds, or cat bonds, offer diversification through catastrophe risk, but concentration and costs remain.
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The Art Market Is Growing Again — But Not All Art Is Rising With It
The recovery is concentrated in exceptional works, leaving collectors to look more closely at valuation, liquidity and how much of family wealth sits in art.
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What Are You Actually Buying When You Invest in the Experience Economy?
Experience-economy investing starts with the holdings: the same consumer trend can leave clients owning very different customers, margins, debt and valuation risks.
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