Intelligence Hub
Insights, updates, and strategic perspective.
Stay informed on Invess developments, structured finance trends, and institutional insights through our newsletter and company bulletins.
-
How Financial Engineering Helps Wealth Managers Stay Competitive
It’s no secret that margins are shrinking, fees are compressing, and client needs are growing more sophisticated. With the usual playbook no longer fit-for-strategy, the firms gaining ground are using financial engineering to separate themselves in an increasingly competitive market.
-
Why are Family Offices Looking Beyond the US Dollar?
UBS found that 65% of family offices expect confidence in the dollar’s reserve role to weaken. Nearly half, 47%, also believe they are overexposed to the dollar.
-
Beyond Products: Why Clients Value Solutions Built Around Their Objectives
The numbers tell the story: When asked what advisor qualities they value most, 47% point to financial planning, while 33% value an advisor who understands their unique situation.
-
The Evolving Wealth Mindset of UHNW Investors
The priorities of ultra-high-net-worth investors are changing. We look into what’s driving this shift and how advisors can respond to better serve their clients.
-
The 2026 Mid-Year Outlook
We’ve reached the halfway point of the year. Here’s what played out as expected, what surprised markets, and what FIs should be watching next.
-
Architecture: Why Brilliant EAM Strategies Stay Trapped
Competitive advantage has long centered on investment acumen and the client relationship. Those cornerstones have brought significant momentum to the Asia-Pacific (APAC) region. But as independent firms scale, another differentiator is emerging: the operations that can support sustained growth.
-
Are Family Offices Equipped for 2026?
Earlier this year, J.P. Morgan published its 2026 Family Office Report. Based on responses from 333 family offices in more than 30 countries, it provides a valuable look at how the family office landscape is changing. We highlight the findings that matter most and what they could mean for management in the months ahead.