Managers of Wealth

Deutsche Securities wins 2024 Forecast Accuracy Award for Japan from Consensus Economics

The bank's Japan Chief Economist, Kentaro Koyama, received the 2024 Forecast Accuracy Award for Japan from Consensus Economics

Millionaires and billionaires: Why even the ultra-rich can tap Social Security

The surprising part is that income alone isn’t enough to disqualify someone from Social Security.

IQ-EQ shortlisted for three event awards in the ICEAWARDS 2025

Specifically being recognised are our small-but-mighty Events team and our annual flagship industry event, IQ-EQ Crossroads.

NWD Troubles Give Hong Kong Banks the Jitters

More broadly, banks have been generally facing a rise in non-performing loans from Hong Kong’s commercial real estate sector.

Gresham House raises bumper £375m for UK forestry fund

Several UK pension funds have participated in the largest fundraise for a Gresham House forestry fund.

Inside Bill Gates’ meeting with his foundation’s staff after his $200 billion bombshell: ‘How do we get people to care?’

Hundreds of Gates Foundation employees—many flown in from the foundation’s country offices in India, China, South Africa, and elsewhere—filled an amphitheater across the street from the world’s largest private philanthropy’s

JPMorgan Chase is heading upmarket to woo America’s millionaires

It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions.

Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order

In particular, markets remain wary of renewed tariff increases on China and the EU, both of which are major exporters to the US.

Tim Denton of Habib Bank AG Zurich: The UAE’s Ascent as a Global Wealth Structuring Hub

Tim opened his remarks by framing the discussion in the context of an increasingly transparent world.

BNP Paribas: Was There Much Criticism, Ms. Pariset?

BNP Paribas is no longer a subsidiary of BNP Paribas in Switzerland but now operates as a branch of its French parent company.

Zeno Staub, Noel Quinn, Thomas Jordan…the highlights of the AGM season

Lukas Ruflin , Leonteq's long-time CEO, was denied a seat on the Board of Directors.

How wealth managers can leverage complexity for competitive advantage

Amid turbulence, enhancing client preparedness is vital to retaining assets. Tailored advice is key to creating value.

Oak champions youth sport as official sponsor of junior Guernsey basketball teams

The U18 teams play a vital role in the future of Guernsey basketball, offering young athletes the opportunity to train and compete at a high level.

Financial services leaders outline four key pillars to unlock UK growth potential

This comes at a critical time as the Chancellor prepares her growth and competitiveness strategy for financial services.

Meet Maeve: Cazenove Capital’s initiative for women in wealth

Jennifer Perry and Sandra Dailidyte at Cazenove Capital discuss their women-in-wealth initiative, Maeve, and what it means to have greater female representation in the financial services industry.

Impact investing: How to align your wealth goals with the desire for positive change

This type of investing can bring families together around shared values while offering the potential for financial returns.

M&G Real Estate secures strategic EUR73 million asset in Germany’s prime Rhine-Main logistics hub

The asset is fully let to Metro Group

Headhunters: 1'000 Relationship Managers Soon Missing at EAMs

Larger providers in particular are pursuing ambitious recruitment goals.

Strategic exits: an introduction and guide to optimising your exit

Whether you are contemplating a sale or have already exited, these insights will help ensure you maximise your financial future with strategic planning and expert wealth management.

From policy to ‘pain points’ – Transition Investment Summit explores today’s sustainable investment landscape

The transition is underpinned by fundamental transformations of five key systems – energy, industrial, consumer, health and digital technology

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