Managers of Wealth

How big a risk is private credit for banks?

Big US banks have been getting lots of questions about private credit exposure on their first-quarter earnings calls. Should investors be worried?

Are You Wealthy Enough To Crack The Top 10%? You May Be Richer Than You Think

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Europe to pivot to rate hikes, slowing growth

Before the Middle East conflict, Europe’s economy showed quiet resilience. Real GDP growth in the eurozone reached 1.5% in 2025.

EFG: US Exceptionalism Has Passed Its Peak

In contrast, Switzerland and its companies are seen as well positioned in the competitive landscape.

Wealth Of Malaysia’s 50 Richest On 2026 Forbes List Jumps Nearly 30% To US$116 Billion

The complete list can be found here, as well as in the April/May issue of Forbes Asia.

Malaysia's legacy planning rises despite 17% insurance usage gap

More than half of wealthy individuals already have arrangements in place before age 50.

Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable

The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR.

Carey Olsen shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026

The finalists have been selected following extensive research and a rigorous selection process conducted by the Chambers and Partners research team.

Don't buy it! Build it! How top firms create advisor training programs to develop talent

Wealth managers explain how building the better advisor training program ultimately makes them more competitive.

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations

Leadership Lessons From Two Sides of the Wealth Management Industry

Big or small, every firm is trying to solve the same problems—just from very different vantage points.

Many Gen Z adults still get financial help from their parents

Most parents with Gen Z children — those between the ages of 18 and 28 — say their kids still rely on them for money, housing or other support, according to the 2026 Wells Fargo Money Study.

Bottom Line: Honouring wealth tech innovation. Questioning what’s next.

Hybrid data architectures are also gaining traction, combining real-time connectivity with manually curated data, capturing assets that have historically sat outside digital systems.

Gen Z’s side hustles can be a double-edged sword

Spinning discs in trendy clubs and creating ceramics exhibits may be inspiring for restless and innovative minds, but juggling too many tasks can lead to a diluted attention span

Investors need to rethink the "factor" approach

This introduced the idea that a stock’s return is driven by multiple systematic risk factors.

Don't just do something, stand there!

When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?

BNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financing

BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security.

Comment & Analysis