Managers of Wealth

Distribution of household wealth in line with national accounts

Methodology and results from the 2025 experimental data collection

Insurers and private assets’ marriage of convenience

As insurance companies increasingly invest in private asset managers, a new financial ecosystem is emerging.

Report explores the adjacent markets that are fuelling investment opportunities in women’s professional sports

Beyond the game, a rapidly evolving business sector fuels growth and returns in the women’s sports ecosystem.

3 things that define Warren Buffett's legacy

Portfolio Wealth Advisors president and chief investment officer Lee Munson joins Market Catalysts to talk about Buffett's legacy.

Chris Rowe: These HR Trends Will Define Finance in 2026

Almost every second image we see on social media today is AI-generated.

Philanthropy helped shape Atlanta. Here’s how that legacy endures.

Foundation-giving has had huge ripple effects not only in the metro area, but far beyond Georgia.

Savers regret portfolio adjustments ahead of Budget

Almost a quarter made financial changes amid Budget speculation – and now regret it, SJP finds

Wealth Shortlist Update: Invesco Global Emerging Markets

The fund managers are contrarians, looking for companies that are out of favour with other investors and whose shares are priced for less than they should be.

Rémy Savoya: «Financing Companies Is in Our DNA»

The timing is favourable. Following the disappearance of Credit Suisse, many companies are actively seeking new banking partners.

BNP Paribas : Building the European co-leader in full-service vehicle leasing

This would significantly strengthen Arval’s presence in key markets and its competitive position in Europe, making it the European co-leader in full-service vehicle leasing.

Christmas dinners can spark family feuds over fortunes, experts warn – here’s how to avoid the drama

Advisers from the Spear’s network weigh in on navigating festive dinners when inheritance and money are on the table

End-of-year letter from the Partners

Uncertainty has characterised 2025. Geopolitical tensions, armed conflicts, tariff announcements, fiscal and monetary policy have all posed challenges.

Philanthropy in Spain: social attitudes and behaviours

Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others.

Charities face £1.5bn hit amid sharp fall in money left in wills

Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025.

The future of Private Wealth: Insights from the Equiom Monaco Team

With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes.

Liquidity strategy: Refilling for 2026 and beyond

To be effective, a Liquidity strategy should be funded with enough resources to cover three to five years of portfolio withdrawals, and invested in solutions that prioritize capital preservation.

Families, philanthropy and festive gatherings: PWM Tea Break

Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM

Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management

Dechert advised Motley Fool Wealth Management, a registered investment advisor managing over $1.5 billion in client assets, on its agreement to join the growing national organization of Apollon Wealth Management.

Geneva’s L’Escalade festival: a spirit of resistance and independence

For decades, the Escalade festival has been celebrated in our Geneva offices, becoming a cherished tradition.

Nomura seeking private debt acquisitions in alternatives push, CEO says

These aims mark the latest stage of Nomura's drive to establish itself as a global financial player and reflect the gradual diversification of financing needs in Japan as the economy finally exits deflation.

Comment & Analysis