Tag: Family Offices
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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.
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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.