Managers of Wealth

Is Gen Z ready for the multi-trillion-dollar wealth transfer?

Survey highlights opportunity for advisors as heirs receive inheritance

Markets and investors scarred as long-term US borrowing costs set for biggest spike since 1980s

With the US-China trade war continuing to escalate and rampant uncertainty around the possible impact of Trump’s tariffs on economic growth, equity markets continue to suffer volatility.

Private equity investment for SMSFs poses challenges: wealth adviser

In private equity, fees can also be higher than many other investment options, so any potential return performance needs to be considered in light of additional fee drag.

The Swiss banking centre: a cornerstone of the economy with global reach

The study highlights the factors that are crucial to its future viability – and therefore Switzerland’s prosperity – over the long term.

The Smartness of High-Growth Wealthy Cities

A smart city, simply put, is a system that aims at improving the quality of life of its citizens using technologies, with different aspects of smartness contributing to such an enhancement.

Investec strengthens commitment to women’s golf with new sponsorship

She now joins a select group of South African golfers backed by Investec, including Zethu Myeki, Nicole Garcia, Danielle du Toit, and Ivanna Samu.

The real story behind private banking exodus and school VAT woes deepen

News from the high-net-worth universe from banking withdrawals to VAT on private school fees and a foodie comeback

What it takes to make real estate development financing work

With interest rates still elevated, inflation pushing construction costs higher, and planning delays introducing further uncertainty, developers face a challenging environment. Daniel Austin writes

‘Time for caution’: Citi warns clients to avoid ‘buying the dip’ in global market sell-off

While a bear market rally can occur, it will not last and it is too early to buy the dip, according to strategists at BCA Research

UBS: Global Art Market Shrinks But Transactions Rise

Although the headline figure represents contraction, especially at the high end, the overall market saw a 3 percent uptick in transactions to 40.5 million

Millennials are wealthier than ever — but they don't feel it

The generation has a disconnect between being wealthy on paper and feeling financially free

Asset management pioneer faces new growth step

This is why investment products that track an index at low costs are enjoying such great popularity.

What does Konrad Hummler say about banking secrecy today?

And he recommends the legal form of a stock corporation for banks.

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

Finanz'25 was well received – new location 2026

The exhibitors and organizers of the financial fair draw a positive conclusion. A total of 2,900 trade visitors were counted in Oerlikon.

How Guernsey’s private trustee structures can protect assets

Private Trust Companies and Private Trust Foundations remain effective vehicles for preserving the value of significant assets, says Rupert Pleasant, chief executive of Guernsey Finance

Stone Ridge mutual ILS fund assets stable at $5.1bn, but cat bond investments grow

Now, one quarter on at January 31st 2025, total for cat bond and ILS assets recorded in the funds has reached just over $5.2 billion.

ARC Indices Estimates

Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.

Mark Haefele’s ‘complete opposite’ route to UBS wealth's CIO hotseat

UBS GWM's global chief investment officer discusses his team’s evolution, which themes are surviving Trump and what appeals to billionaires.

STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax

This report comes at a critical time as multiple countries contend with rapid economic, political, and tax policy transformations.

Comment & Analysis