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

• [New] Rising global incomes, generational wealth transfers, and a projected 20% increase in the number of high-net-worth individuals will further expand the pool of potential luxury buyers. Bain
• [New] With the right management and investment strategies, an American Sovereign Wealth Fund could help make Social Security solvent, ensuring that retirees can rely on their benefits when they need them most. County Local News
• [New] As the financial epicenter of Europe, London is expected to continue attracting high-net-worth individuals and families seeking bespoke financial management services. EXEC Capital Recruitment
• [New] The UK's Operational Resilience framework requires financial services firms - including wealth managers, broker-dealers, and asset managers - to demonstrate that they can remain within predefined impact tolerances during severe disruptions to critical business services. A-Team
• High-net-worth individuals from North America and other international markets seek unique properties and investment opportunities, often purchasing multiple properties for rental portfolios. Sands Of Wealth
• The global value of CBDC transactions is expected to reach $213 billion by the end of 2025, compared to $100 billion in 2023.72% of global banks are collaborating with the private sector to develop CBDC-compatible infrastructure. CoinLaw
• The ABF and ABL markets will experience significant growth, as private credit managers expand strategies to address gaps left by banks retreating from capital-intensive lending. Macfarlanes LLP
• Effective wealth management strategies, incorporating diversification, risk management, and long-term planning, will be crucial for navigating the complexities of the evolving global economic landscape. 2025 Aksi -
• The European Central Bank is escalating its scrutiny of lenders' exposures to private markets amid concerns that the fast ascent of related asset classes raises substantial new risks. CNBCTV18
• Expansion into Emerging Markets: The rising number of high-net-worth individuals in regions like Asia-Pacific and Latin America presents opportunities for concierge services to expand their offerings and cater to new affluent demographics. Market.us News
• Sydney's metro expansion-projected to increase property values in newly connected suburbs by up to 10 %-continues to attract high-net-worth individuals and foreign investors. Simply Wealth Group
• We believe economic uncertainties and geopolitical tensions will continue to drive ongoing gold purchases by private investors and global central banks well into 2026 (central banks alone now account for 21% of global gold demand). Gold Eagle
• Continued growth of ABF and ABL strategies: a growing number of private debt managers are launching dedicated ABL strategies to benefit from opportunities that have emerged from bank retrenchment. Macfarlanes LLP
• Banking regulation and US banking turmoil: Basel IV's stricter risk-weighting requirements make certain lending activities less attractive for banks, spurring sales of some portfolios to private credit managers. Macfarlanes LLP
• BlackRock's integration of Bitcoin ETFs into standard offerings for financial advisors marks a mainstreaming of digital assets, even as markets reel from AI-driven disruptions. Crowdfund Insider
• With trillions expected to change hands in the coming decades, wealth managers must address the complexities of intergenerational wealth transfer. UMA Technology
• The GCC, which collectively manages sovereign wealth funds worth an estimated US$ 4.9 trillion, could play a major role in injecting capital into Asean economies. The Star
• Wealth managers globally expect large transfers of wealth between generations to occur in the next decade. MIT OpenCourseWare
• The integration of advanced technologies in wealth management and investment processes will likely accelerate, with Greece positioning itself as a tech-friendly jurisdiction for family offices. PCom Property
• Families are increasingly seeking professional advice on inheritance tax planning, emphasizing the importance of considering long-term strategies to address the potential for changes in tax policy. econostrum.info

Last updated: 03 July 2025