Global Family Office Report 2025 (Citi Wealth)
Our seventh annual Global Family Office Report provides fresh insights into how our sophisticated clients are…
Private Wealth and Family Offices
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2025 Global Retirement Index (Natixis IM)
Since its launch in 2012, the Natixis Global Retirement Index has offered a comparative assessment of retirement…
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Strategies for Modernizing the Family Office (NEPC)
In recent years, the family office has undergone a transformation. A rising tide of data, new technology, and…
AI in Investment Management: Beyond Efficiency Gains (Citi Institute)
This report highlights the transformative impact of AI, particularly generative AI (GenAI) and agentic AI, on the…
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