Wealth and Asset Management

Family wealth services: Building in a more holistic approach to wealth management

Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz

Results of the Annual General Meeting of GAM Holding AG

ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland

The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo

BOS: First Quarter Growth in Greater China AUM, Revenue

Executive Moves

Apex Group appoints new Global Head of Fintech

Oak strengthens governance services offering with key appointment in Guernsey

Ex-UBS manager becomes CEO of SP Hinduja Banque Privée

HSBC Names Desk Head for International Clients

ZKB acquires pharmaceutical specialists

Mirabaud AM promotes bond chief to CIO

Legal,Regulation,Tax & Compliance

Tax dodging by rich could be ‘much greater than thought’, says UK audit office

Tax-Suitable Wealth Management: Risks And Opportunities

EFG Bank files commercial fraud case against Mirabaud

Experienced Tax Specialists at Chase Buchanan Wealth Management Reflect on the Changing 2025 Global Economic Landscape

Commission supports investment in digitalisation and innovation

Collas Crill shortlised in 2025 Chambers High Net Worth Awards

FinTech

Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents

ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund

Addepar secures $230M in series G funding

Pictet Technologies opens a new financial tech hub in Lisbon

Digital resilience: How wealth management firms are partnering for performance amid volatility

iCapital Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures

Family Office

US Family Offices Strengthen Investment Ties In Abu Dhabi After Trump’s Visit

Emigrant Bank appoints Mark Rogozinski to lead family office services

Family offices are pouring money into private markets — just not VC

High-Net-Worth Individuals in CEE: Investment Preferences and Trends

The Rise Of The Sub-$300 Million Family Office

Multifamily offices could yield bigger benefits for Hong Kong, industry executive says

Luxury

Luxury Real Estate: Aspen & Monaco Ahead of St. Moritz

Realtor Jade Chan on New York’s hottest real estate prospects

19 Most Expensive Neighborhoods in the World Revealed

LVMH: Alexandre takes the lead amongst the Arnaults

These are the favorites of the new 2022 Bordeaux vintage

The drive for luxury: Aston Martin Asia's president explains the desire for more

Extremely Wealthy

Wealthy millennials are spending thousands on Jaguar Land Rover monthly subscriptions as flexibility becomes the newest form of luxury

Billionaires Flee London for Milan

The richest households in US increased their wealth by $1 TRILLION last year

Bill Gates says he will give away 99 percent of his wealth by 2045

World's richest 10% caused two thirds of global warming: study

Warren Buffett's Net Worth Jumped $26 Billion This Year

Comment & Analysis

A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk

Melinda French Gates opens up on ex-husband Bill Gates' plan to give away all his wealth, "I think it's…."

Tribe Impact Capital acquires Snowball Impact Investments

Portugal: Europe’s new destination for HNW expats and investors

Family offices must take a global view

UBS Entrepreneur Survey: Where does the compass point?

Extremely Expensive

Imagine: John Lennon’s Glasses Sell For $52,000 At A Charity Auction

Patek Philippe squares up to younger buyers with new Cubitus collection

Why This Prototype Rolex ‘Rainbow’ Daytona Could Sell For Millions

The 15 most expensive cars sold at Monterey Car Week

Why the F-22 Raptor Is the World’s Most Expensive Fighter Jet

Mukesh Ambani’s wealth rose enough, in a day, to pay for most of a $600 million wedding

Research

Winning over the unadvised amid $3.5tn wealth wave

Wealth disparity grows in Finland as rich get richer

Calastone research reveals tokenisation could save US$135 billion for asset management industry

Client communication outpace wealth managers digital shift

Decision paralysis: two in five say investing is one of life’s toughest decisions

Rich people are powering America's economy

Executive Travel

How The Ultra-Rich Will Travel In 2025

How HNWIs are elevating luxury travel experiences to extravagant new heights in 2024

7 Essential Destinations for Luxury Travel in 2024

Tropical Living: 9 Warm Destinations to Escape the Winter

Destination Aspen: Colorado’s Ski and Mountain Star

Travellers opting for luxury penguin cruises

Planet SOS

BNP Paribas targets 400 000 energy-efficient home renovations in Europe by the end of 2026

Successful exit for ABN AMRO Sustainable Impact Fund

Macquarie Asset Management acquires additional stake in Island Green Power

Trump’s climate rollbacks spark a new era of economics-led sustainability

Macquarie Asset Management acquires additional stake in Island Green Power

ESG Economist - NZBA loosens climate ambitions

Health & Wellness

Bridging the gap between wealth management and mental health

The Power of One Voice Summit

What are some of the current challenges for mental health in the workplace?

Alex Picot Trust Steps Up for Jersey Stroke Support

The convergence of health, wealth and longevity services

The AI-health revolution – future-proofing our golden years