Managers of Wealth

Next Gen wealth: Five ways to start the conversation

A wealth management study suggested approximately 90% of heirs who inherit substantial wealth from their parents ultimately switch financial advisors once the wealth is in their hands.

Ivorian court puts brakes on Tidjane Thiam

Now a court has barred him from running in the election.

Cantonal banks: Stable pillars of the Swiss financial center

The current economic environment is characterized by geopolitical upheavals and ongoing uncertainties.

Bleak bonuses at private banks across Asia

Flattish bonuses, fuelled by 2024's soaring costs, regulatory pressures, and spotty relationship manager performance, have bankers playing it safe. Can 2025 bring better days?

Pictet Research Institute: BRICS+ and the Great Power competition: investment opportunities

This intergovernmental organisation originated with Brazil, Russia, India and China and is already showing it can turbo charge growth.

U.S. Household Total Financial Wealth Exceeds $90 Trillion

Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele

Ex-Credit Suisse Board Member Keeps Mum on the Collapse

As a behavioral economist, she surely could have offered interesting observations straight from the eye of the storm.

Anyone who follows their bank’s security advice is well protected

The vast majority of fraud cases do not happen because systems fail, but because people are manipulated – often with very convincing methods.

Raiffeisen CEO earned less in 2024

This represents a decrease of approximately 11 percent.

Credit Suisse: Former Board Member in the Valley of Silence

As a behavioral economist, she could certainly have contributed interesting observations directly from the eye of the hurricane.

Four key factors for a successful career in banking

Given the large number of qualified candidates for each available position, banks can now afford to be particularly picky when employing new staff.

Is Gen Z ready for the multi-trillion-dollar wealth transfer?

Survey highlights opportunity for advisors as heirs receive inheritance

Markets and investors scarred as long-term US borrowing costs set for biggest spike since 1980s

With the US-China trade war continuing to escalate and rampant uncertainty around the possible impact of Trump’s tariffs on economic growth, equity markets continue to suffer volatility.

Private equity investment for SMSFs poses challenges: wealth adviser

In private equity, fees can also be higher than many other investment options, so any potential return performance needs to be considered in light of additional fee drag.

The Swiss banking centre: a cornerstone of the economy with global reach

The study highlights the factors that are crucial to its future viability – and therefore Switzerland’s prosperity – over the long term.

The Smartness of High-Growth Wealthy Cities

A smart city, simply put, is a system that aims at improving the quality of life of its citizens using technologies, with different aspects of smartness contributing to such an enhancement.

Investec strengthens commitment to women’s golf with new sponsorship

She now joins a select group of South African golfers backed by Investec, including Zethu Myeki, Nicole Garcia, Danielle du Toit, and Ivanna Samu.

The real story behind private banking exodus and school VAT woes deepen

News from the high-net-worth universe from banking withdrawals to VAT on private school fees and a foodie comeback

What it takes to make real estate development financing work

With interest rates still elevated, inflation pushing construction costs higher, and planning delays introducing further uncertainty, developers face a challenging environment. Daniel Austin writes

‘Time for caution’: Citi warns clients to avoid ‘buying the dip’ in global market sell-off

While a bear market rally can occur, it will not last and it is too early to buy the dip, according to strategists at BCA Research

Comment & Analysis