Managers of Wealth

Do bull markets die of old age?

With economic growth expected to remain strong and global interest rates easing, we don’t expect the current bull market to end in the immediate future.

JTC Enhances LatAm Proposition with New Brazil Office

The Sao Paulo office, located in the city’s financial district, blends local expertise and language capabilities with access to the global knowledge and resources of JTC’s renowned service offering through its international network.

"To invest in private markets, you need a tailored approach" – interview with Frédéric Rochat

Frédéric Rochat offers his perspective on illiquid assets and their presence (or absence) in private client portfolios, advocating a "tailored" approach.

Gen X have most wealth in property as Baby Boomers move to cash

Gen X households hold the most wealth in property and shares of any generation according to new KPMG analysis

2026 Roth catch-up explained

Mandatory Roth catch-up contributions: What’s changing, why it matters, and what to do.

Anastasia Stopnevich: soft power behind growing Cyprus-based wealth management firm

Despite the beautiful surroundings that some might find distracting, Stopnevich maintains an intensive routine.

Lessons for UHNWs from the Brooklyn Beckham family dispute

As the Beckham family feud dominates headlines, experts tell Spear’s how high-profile families should – and shouldn’t – manage disputes in public

How much inheritance is enough?

UBS experts share guidelines for finding a balance that reflects clients’ family values.

How The Millionaire Next Door reshapes client advice

That question remains relevant for RIAs who work with clients with financial behavior that does not always match outward appearances.

Billionaire wealth jumps three times faster in 2025 to highest peak ever, sparking dangerous political inequality says Oxfam

Billionaires 4,000 times more likely to hold political office than ordinary people

2026 Wealth Shock: 0.001% Now Own Triple the Bottom Half

The latest World Inequality Report, prepared by a consortium of economists including Thomas Piketty, sets out the new global baseline.

Gen X and Millennials Will Inherit Trillions in Real Estate Over the Next Decade

How luxury homeowners are preparing their children for the great wealth transfer

Wealth Insight Partners Named to Forbes' 2026 Best-In-State Wealth Management Teams

Recognition Honors Firm's Plan-Driven Approach and Commitment to Clients with Complex Financial Journeys

Advisors Using New Tools To Free Up Time For Wealthy Clients, BlackRock Survey Says

The takeaway is that advisors who want to serve high-net-worth individuals—and the growing amount of assets they command—will need to modernize their operating models.

“Ambition gap” widening as one in four UK adults have no financial aspirations for the next decade

The final chapter of SJP’s Real Life Advice Report reveals how sustained cost-of-living pressures and economic uncertainty are eroding people’s confidence in the future, creating apathy towards planning beyond the present.

Why Global Elites Are Choosing Ultra-Private USD 5 Million-Plus Homes in Miami

Miami’s ultra-luxury real estate is booming, drawing global buyers with USD 5M-plus homes, private islands and world-class amenities.

Should private banks double down on asset servicing, or step back?

At the same time, banks faced rising costs from regulation, digitalisation, client demands, and the shift to alternatives.

BlackRock to trim around 1% of global headcount – report

The announcement comes as part of the firm’s customary review intended to enhance operational efficiency.

Ten Investment Convictions for 2026

Within developed market sovereign bonds, UK Gilts stand out as inflation slows and interest rate cuts loom.

Jeff Bezos tells Gen Z entrepreneurs to gain work experience before launching new companies: ‘I started Amazon when I was 30’

While it’s “possible” to be 18, 19, or 20 years old and drop out of college to become a great entrepreneur, Bezos said these tech leaders are an exception.

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