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


  • [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
  • [New] 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
  • [New] 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
  • The demand for luxury properties will remain strong, solidifying Dubai's position as a premier destination for high-net-worth individuals. archyde
  • Up to €3bn in funding will be mobilised within the next 12 months, with €2bn a year made available by the European Investment Bank in the form of loans, venture debt and private debt plus financing such as loans already issued to a Finnish lithium mine project Keliber. The Guardian
  • 55% of businesses that have implemented AI-driven tax planning have seen a reduction in their audit risk. SuperAGI
  • Convergence with wealth management and FinTech players will have the most significant impact on their revenue growth by 2030 - ahead of tokenization and digital asset adoption. PwC
  • Morgan Stanley Wealth Management will leverage iCapital's blockchain-powered technology to standardize trade workflows and enhance data transparency for subscription onboarding of alternative investment funds. Yahoo Finance

Last updated: 08 January 2026



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