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Our Scans · (FS.1.03) Private Banking & Wealth Management · Weekly Summary


  • [New] Galaxy Digital and other institutional forecasters expect inflows exceeding $50 billion as wealth management platforms remove restrictions and add crypto to model portfolios. MEXC
  • [New] Wealth Management AI Is Coming to Your Steering Wheel Adoption of vehicles with partial to full automation is likely to accelerate, creating a $200 billion opportunity for automakers, hardware and software companies in the next five years. Morgan Stanley
  • [New] Wealth Management Here Come the Shopping Bots AI-powered shopping assistants-called agentic shoppers - are emerging and could reach $385 billion of U.S. e-commerce sales by 2030. Morgan Stanley
  • [New] In 2026, ultra-high-net-worth travelers will continue to prioritize private, discreet, personalized vacations. Hotel Dive
  • [New] High-net-worth travelers are expected to remain one of the most reliable drivers of global travel spending in 2027. Hotel Dive
  • [New] Investors who act now can capitalize on early-stage opportunities in Dubai's FinTech sector, ESG-focused wealth management firms, and tokenized asset platforms. Ainvest
  • [New] Bulgaria's high-net-worth demand is supported by cheap entry prices in comparison to Western Europe, friendlier tax regimes, lower borrowing costs and projected Eurozone entrance - a potential trigger for further value compression with Western markets. Luxuo
  • [New] In 2026, properties that demonstrate strong cybersecurity governance, PCI DSS compliance, and secure data practices will gain competitive advantage, particularly with corporate, government, and high-net-worth travelers. URAHL
  • [New] The demand for luxury villas during major events in 2026 will focus on peak dates and important locations due to the growing number of high-net-worth individuals and the robust growth in luxury tourism. Haute Retreats: Luxury Villa Rentals & Mansions for Ren
  • [New] Interest in alternative investments among high net worth clients is expected to continue into 2026. Wealth Solutions Report
  • [New] More than 70% of lapsed customers indicate they intend to resume purchasing within the next three years, and 90% of current buyers plan to continue spending, particularly Gen Z and high-net-worth clients. Bain & Company
  • [New] Starting in 2026, high-net-worth donors could see a smaller tax benefit for their philanthropic contributions. RBC WEALTH MANAGEMENT
  • [New] Globally, 60% of wealth management clients expected their advisors to use AI. ON24
  • [New] 2026 will be a turning point for wealth management. Linnovate Partners
  • XBTO, a global leader in institutional digital asset management, today announced a strategic partnership with Arab Bank Switzerland that will enable the Swiss private bank to launch a sophisticated Bitcoin yield product for its wealth management clients. FinExtra
  • Precious metal investment remains a valuable option for wealth protection and growth opportunities in 2025. Straits Financial
  • The macroeconomic environment, including interest rate policies and the development of Central Bank Digital Currencies (CBDCs), will play a significant role, with the US strategy currently favoring private stablecoin innovation over a CBDC. The Chronicle-Journal
  • With the ultra-high-net-worth individuals predicted to increase by more than 50% in 2028, family offices are adopting structured investment management and strong succession planning initiatives. / India IBEF
  • Private capital financing is gaining traction in Saudi Arabia as the large funding needs of Vision 2030 and the expanding SME sector create new opportunities beyond traditional bank lending. MUFG Research
  • Next-gen HNWIs seek wealth management firms that align with investment priorities Wealth management firms are actively preparing for a new era of wealth transfer in which USD 83.5 trillion will change hands over the next two decades, creating the next generation of HNWIs. Yahoo Finance

Last updated: 15 January 2026



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