As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

The Bulletin with UBS

The Great Wealth Transfer: What is shaping the investment preferences of the next generation? 

“Financial parenting” is the process by which each generation prepares the next for financial wellbeing. Marianna Mamou of UBS explains how our relationship with money begins long before we ever manage meaningful assets.

&ldquo;Financial parenting&rdquo; is the process by which each generation prepares the next for financial wellbeing. Marianna Mamou of UBS explains how our relationship with money begins long before we ever manage meaningful assets.

Preparing the next generation for financial wellbeing

The 2026 edition analyses residential property prices and real estate trends across 23 major cities, with a spotlight on Zürich. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.

The 2026 edition analyses residential property prices and real estate trends across 23 major cities, with a spotlight on Z&uuml;rich. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.

The UBS Global Real Estate Bubble Index 2026

Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.

Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.

The Great Wealth Transfer: What is shaping the investment preferences of the next generation?

The Bulletin with UBS

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