Managers of Wealth

10 things to know about global wealth trends in 2025

The Savills Spotlight on Wealth Trends report explores where high-net-worth individuals choose to live.

Warren Buffett's last letter to shareholders: 4 money lessons on wealth, risk, and kindness from the Oracle of Omaha

In his final letter, Buffett reflected not only on business and investing but also on philanthropy, wealth transfer, and personal finance.

Do tariff cuts cut prices?

If this trend continues, it might create inflation stickiness if the US Supreme Court rules other tariffs to be illegal.

ABN AMRO to acquire NIBC Bank

The acquisition of NIBC also increases the scale of ABN AMRO’s position in the Dutch, German and Belgian savings markets.

FNZ Raises US$650 Million from Existing Institutional Shareholders to Support Its Long-Term Business Plan

This provides further financial strength to support its long-term business plan and its commitment to delivering enhanced outcomes for clients worldwide.

U.S. Treasury Central Clearing Survey: U.S. Firms Have High Degree of Confidence in Readiness While Europe and Asia Lag; Regulatory Clarity is a Key Factor

The survey, conducted by The ValueExchange, was designed to provide an update on where the industry stands with a little over twelve months to meet the cash implementation deadline.

EBI unitises MPS to build new fund suite for clients fretting over CGT

The wealth firm has teamed up with Amundi to launch a fund of funds range based off its popular model portfolio service.

Generation Summit 2025 – what’s the secret to long-term success for family businesses?

For family-owned businesses – where leadership transitions are not merely a matter of practicality but a question of emotional family relationships, identity, and trust – this can be an especially fragile time.

J.P. Morgan: Sports is a Top Investment Focus for Billionaires

In fact, sports was ranked as the fourth leading key sector for investments, behind real estate, technology and energy.

10 phrases quietly wealthy people would never say in casual conversation

Quiet wealth skips status scripts - no price drills, brand flexes, or “do you know who I am”—and speaks in value, context, and quiet care.

Ahlström family rewrites rules of philanthropy

A pioneering Finnish family is looking beyond finance to drive systemic change, investing in cultural capital and linking with expert partners in developing countries

Erste review: Broker wins seven international awards, reinforcing CEE private banking leadership

Its focus on sustainable investing, supported by a unified Chief Investment Office and ESG-integrated research

Will Mamdani’s Proposed Millionaire Tax Save Or Sink New York City?

Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich.

Hong Kong sees jump in demand for new accounts and assets

Wealthy clients at private banks prefer Hong Kong over other wealth management centres, according to a report from the PWMA and KPMG China.

AI and health: the healthcare system in the age of digital transformation – an encounter with Solène Vo Quang

Artificial Intelligence (AI) is enabling a new era of predictive medicine, detecting subtle signals early and allowing timely interventions that cut hospitalisation and structural costs

Defence begins at home

As the pandemic showed, anything that threatens economic activity or public health can become a strategic necessity demanding investment.

CEO of Southeast Asia’s largest bank warns investors: ‘Buckle up, we’re in for a volatile ride’

Morgan Stanley CEO Ted Pick said at the same summit that investors should welcome periodic pullbacks, calling them healthy developments rather than signs of crisis.

Tag: Barclays Private Bank and Wealth Management

The report also draws on data from PitchBook and Barclays research, covering global private capital activity through the second quarter of 2025.

Millions in write-offs at BLKB and the lessons to be learned from them

The report reveals shortcomings on several levels – particularly within the bank's board of directors, as the supervisory body is known.

The Intelligent Allocator: the comforting illusion of market timing

The notion of waiting for the ‘right moment’ or a 'better level' sounds appealing, but deserves to be tested not as a ‘prediction’ but through historical evidence and experience.

Comment & Analysis