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80% of heirs plan to leave the bank that served their parents within two years of inheriting. $133 trillion of HNWI wealth is heading their way by 2046. Private banks already know which of their clients are ageing. What they probably cannot see is what their book looks like once their wealth has moved on, and how much of it stays. We built two models to answer that. The first maps the transfer across six regions, by age cohort, through 2046. The second tracks every client, spouse and heir in a single bank’s book, year by year, and shows where the wealth goes and who keeps it. Read the findings and download the whitepaper: https://lnkd.in/eh8tsvwB #WealthManagement #PrivateBanking #WealthTransfer #RiskManagement

If everyone reasons with the same tool, who is left thinking independently? According to our CEO, Dr. Hassan Mouheb, In private banking, more clients now arrive already decided, having asked the same handful of models the night before. Each view is reasonable on its own. In aggregate, the trades start to line up, creating a new kind of concentration risk. #PrivateBanking #WealthManagement #RiskManagement #AI

Most risk frameworks tell you what happened. Modelling what could happen, before it does, is the analysis your clients want. Select a hypothetical scenario from 5 geopolitical events. Set the direction and magnitude of each risk factor. Shocks propagate at instrument level across asset class, sector, region, and currency. Built by swissQuant, quantitative solutions for performance, risk, and regulation. Serving global institutional clients since 2005, with CHF 1,800bn in AUM supported by swissQuant systems.

Most risk frameworks tell you what happened. Modelling what could happen, before it does, is the analysis your clients are asking for. Select a hypothetical scenario from 5 geopolitical events. Set the direction and magnitude of each risk factor. Shocks propagate at instrument level across asset class, sector, region, and currency. Built by swissQuant, quantitative software for performance, risk, and regulation. Serving global institutional clients since 2005, with CHF 1,800bn in AUM supported by swissQuant systems.

Most risk frameworks tell you what happened. Modelling what could happen, before it does, is the analysis your clients need. Select a hypothetical scenario from 5 geopolitical events. Set the direction and magnitude of each risk factor. Shocks propagate at instrument level across asset class, sector, region, and currency. Built by swissQuant, quantitative software for performance, risk, and regulation. Serving global institutional clients since 2005, with CHF 1,800bn in AUM supported by swissQuant systems.

Geopolitics is repricing portfolios in real time. Configuring how a tariff escalation or oil shock could move through your client book is the analysis your risk team needs. Select a hypothetical scenario from 5 geopolitical events. Set the direction and magnitude of each risk factor. Shocks propagate at instrument level across asset class, sector, region, and currency. Built by swissQuant, quantitative software for performance, risk, and regulation. Serving global institutional clients since 2005, with CHF 1,800bn in AUM supported by swissQuant systems.