Managers of Wealth

To Retire Comfortably, Plan Participants Say They Need $1.2 Million

33% Have More Credit Card Debt Than Retirement Savings

Societe Generale remains Deutsche Bank's preferred French bank

It expects BNP Paribas to deliver strong profit growth (+8% year over year, on an adjusted basis), driven by favorable momentum across its businesses, while Societe Generale should be close behind (+7%), albeit with a different mix.

Passion assets: challenges, structures, and trends

Certain passion assets have highly specific storage requirements.

The “augmented” relationship manager: Smarter, better, faster

A new interaction model for private banking

Our HNWIs have renewed enthusiasm for listed equity, says Geneva IAM

While there is still alpha in private equity, clients are not automatically rolling proceeds into the next vintage or direct deal, according to NFG Partners investment manager Nicholas Bedford.

Next-gen inheritors planning $100bn in donations

Over $100 billion of the upcoming wealth transfer is expected to be directed to charitable giving, primarily by those inheritors under 50, according to Morgan Stanley Wealth Management.

How Vinted is making second-hand the first choice worldwide

Last year, Vinted became France’s largest clothing retailer, well ahead of Shein and Decathlon.

One in four Dutch people think they have nothing worth taking for fraudsters

This assumption is incorrect, as personal data can be useful to criminals either immediately or later on.

Women’s average wealth falls £34k as UK gender gap widens

The research suggests the widening gap is increasingly being driven by differences in long-term wealth creation rather than earnings alone, with women less confident about investing and less likely to make key financial decisions.

Thailand’s richest billionaires: Red Bull family stays No. 1 as top five's fortune jumps $13B

Most of their rankings were unchanged, except for beer-to-property tycoon Charoen Sirivadhanabhakdi, who fell to fifth from fourth last year, according to Forbes.

TRP: Emerging market equity set up is compelling

There is a disconnect between fundamentals and valuations in emerging market equities, according to T. Rowe Price’s Agnes Ng.

The superyachts of tech's richest billionaires, from Jeff Bezos' Koru to Sergey Brin's Dragonfly

Over the past two years, three of the wealthiest people on the planet — Jeff Bezos, Mark Zuckerberg, and Sergey Brin — have taken possession of yachts over 100 meters long.

Swisscanto plans equal weight SMI fund

The new fund would represent a rare offering in the equal weight category.

St James’s Place tumbles as partner firm Sovereign Wealth said to be eyeing exit

According to its website, Sovereign Wealth has around £3bn of funds under management and a network of more than 50 advisers around the UK.

With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.

Sotheby’s Is Adapting to a Softer Wine Market by Selling Access and Experiences—Not Just Bottles

The speculative boom has faded, estimates have become more realistic, and collectors who once competed aggressively for rare Burgundy and Bordeaux wines are taking their time

The future of wealth belongs to women: finding fiduciaries to meet the moment

To meet this moment, fiduciaries must close the service gap with a relational model that blends technical excellence with empathy, inclusion and education.

Tokenisation holds potential to unlock £33bn annual boost to UK economy by 2035

The report concludes that tokenisation is often too narrowly considered as a ‘niche financial technology’, but its true value is that it can enable a fundamental shift in how money, assets and information move.

Majority still favour passing on wealth despite inheritance disputes

Many have also seen more serious disagreements escalate into formal legal disputes.

Billionaire John Arnold has already donated nearly half his wealth. Now he’s funding a hunt for the health risks of sports betting.

But now Arnold Ventures, the foundation founded by the Arnolds, is going after an unsuspecting cause: sports betting.

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