Managers of Wealth

UBS: Uncertainty Surrounding Legal Risks

These cases, spanning from historical tax evasion allegations to client disputes, significantly impact the bank’s financial exposure.

10 Things on Wealth Managers' Minds Now

At the same time, they are concerned about making the best technology investments, and they sense that rapid tech advancements are likely to play a role in future firm ownership changes.

From Taylor Swift concerts to hot-selling Chanel shoes, Asia's credit card battle intensifies

Asia's retail banks are escalating their battle for affluent customers, rolling out premium credit cards laden with luxury perks—from Chanel ballet flats to wedding planning.

Women investors : how should your investment portfolio adapt to life’s milestones and goals ?

Given their longer average life expectancy, careful financial planning for retirement and potential inheritances is essential.

AI and automation to reshape Luxembourg’s banking industry: Giovanna Giardina

She noted that adopting digital transformation and automation could allow banks to cut processing times, enhancing both client and employee satisfaction.

Pictet clean-energy star not afraid of Trump

Elite Investor Xavier Chollet tells Citywire Elite Companies how his fund thinks differently about the energy transition.

New record for gold

Consequently, central banks around the world have allocated an increasing share of their reserve assets to the yellow metal, and we think that this trend will continue in 2025.

Financial services: Dealmakers adapt to a shifting landscape

Monthly deal value in 2024 returned to the average monthly value of the prior five years, and total deal value for 2024 was 30 percent higher than that seen in 2023.

Rethink multipolarity – an investor’s roadmap

The implications for the global economy and financial markets may be significant.

Glencore Rides the Gold Wave

Frustrated with the stock market, CEO Gary Nagle is now weighing the possibility of abandoning the London Stock Exchange.

This Swiss university has the best young analysts

The teams from Eastern Switzerland were from the University of Neuchâtel and the University of Lausanne.

Case study: Helping a ‘non-domiciled’ couple with inheritance tax planning

Last year’s UK Autumn Budget included a number of important changes for our international clients who live in the UK. Here’s an example of how we could support them.

Benchmark adds £200 million with agreement to acquire Robertson Baxter

This acquisition continues Benchmark’s strong growth trajectory having increased its adviser base, boosted internal headcount and expanded its technology proposition over the past year.

Indosuez's Alexandre Drabowicz: «West Underestimates China»

With a series of strategic measures in place to stabilize its economy, China is poised for a significant rebound in 2025 – driven primarily by a resurgence in consumer demand.

Wealthy families must protect online reputations

First impressions are often shaped by a quick internet search, whether by business partners, philanthropic organisations, or financial institutions.

German Co-Working Provider Eyes Switzerland

Now, the German provider is considering bringing its successful model to Switzerland.

Private banking and expats in the Middle East: a conversation with Amer Malik from Dubai

At Lombard Odier, we advise a phased approach to succession, where the next generation gradually assumes responsibility

Aristia Wealth Management Launches New Equation in High Net Worth Planning

With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.

Jeff Bezos’ 6 Top Strategies for Building Wealth

Thinking small is a self-fulfilling prophecy

Norway wealth fund posts record $222 billion profit but warns tech boom won't last

It was the second straight year of record profits, beating the 2.2 trillion Norwegian crowns earned in 2023.

Comment & Analysis