Latest Insights

The Great Wealth Transfer Is Here – How to Truly Connect with NextGen Clients
In the coming years, trillions in assets will be passed from the Baby Boomer generation to their successors across Europe and beyond. But this is about more than money. It’s about responsibility, values, and expectations shifting

Partnership Brings Behavioral Intelligence Directly into Investment Decisions
BehaviorQuant and Quantlake—a digital investing platform—have joined forces to bring behavioral intelligence into real-world investment decisions for the first time.

Is This a Crisis—or an Opportunity?
Markets have been on a rollercoaster ride, driven by fast-changing tariff policies and sensational media coverage. Investors who sold too soon took losses; those who jumped back in have seen quick gains. A familiar question arises:

Crack the Client Acquisition Code: Behavioral Intelligence for Advisory Succes
Financial advisors are often faced with the same question: How can I reliably grow my client base in a competitive market? Traditional approaches focus on performance metrics, portfolio construction, or market knowledge.

The End of ESG – or Just the Beginning?
For a long time, ESG was considered the gold standard of sustainable investments – but more and more investors are now asking: Is ESG over? In a world where mere ESG labels are often no longer

Financial Advisory is Being Revolutionized – The Focus: Your Clients’ Personality
In today’s financial advisory landscape, product recommendations, numbers, and statistics alone are no longer enough. Clients expect personalized service that considers their unique personalities. Advisors who truly understand their clients