Managers of Wealth

UBS Secures Key Success in Corporate Banking

Mr. Haas, Mr. Kollegger, it has been nearly two years since the acquisition of Credit Suisse (CS).

Baby boomer wealth transfer reshaping global economy – LV=

It claims there is a $70 trillion generational wealth shift

Fund firms look beyond mainstream alts to tap private wealth

Wealthy investors are seeking to diversify their portfolios, with many looking beyond core private markets and alternatives strategies.

A deep dive on European equities, bonds and attractive sectors

If Germany implements its fiscal package, the European economy’s multi-year underperformance could end, gradually closing the gap with the US.

Join the First Independent Wealth Summit in Singapore

In this inaugural summit of AIWM Singapore, top experts will dive into the critical role that independent wealth plays in shaping both today's and tomorrow’s market.

Three must-see charts for investors in March

These factors, each with far-reaching implications, require investors to adapt to an economic environment marked an unprecedented complexity.

World’s top fund firms build $4tn in private assets

SPECIAL REPORT: Citywire has tracked how the world’s largest 25 asset managers have been expanding their private markets divisions.

Oakglen Wealth boss: ‘You don’t need vast capital to enter our industry’

He suggested the claim that firms need over £100bn in assets under management to succeed “does not always hold true”.

Hong Kong okays indexed life policy for the wealthy

The so-called indexed universal life policy allows premium holders to pledge assets, such as equities and bonds, to the insurance company as a custodian in lieu of paying cash.

Money on the move: important factors to consider before relocating

With relocation, comes the need to protect assets – during and post move.

Moving Abroad from the UK: Best Countries for HNWIs

Despite the non-dom scheme attracting wealthy foreign investors to the UK where they invested and created jobs, the Labour Government scrapped it.

Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in

But the 1% aren’t necessarily surprised by the president’s actions and orders.

Assessing Trump’s trade targets, and Brazil as a case study

US trade policy is preoccupying companies and financial markets globally.

A rethink is spreading in Swiss executive suites

The pressure for transformation on Swiss companies has increased.

The challenge to balance in-house views with client preferences

Its Emerging Trends in Wealth Management report earlier this year found wealth managers are more readily offering bespoke portfolios to a larger client base, thanks to technology advancements which have transformed personalisation from a luxury into an in

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