Managers of Wealth

Zero savings? I’m taking the Warren Buffett approach to building wealth

After all, he is a billionaire but a lot of the approach he takes to investing was forged in the 1960s, 1950s, or even earlier.

Which luxury train crew are you?

From the Venice Simplon-Orient‑Express to The Ghan Expedition, it’s never been easier, or chicer, to travel by rail. Here are the carriages to know

How rich South Africans are protecting their money

This global mobility allows them to protect their assets in stronger currencies and ensure access to international markets.

Where can wealth managers find opportunity when assets are in flux?

In other words, one in four wealth management clients around the world expect to move a material slice of their wealth between providers by the end of 2025.

Peter Keller's restaurant discoveries in Zurich – with wine list

A good restaurant scores points with fine food, first and foremost.

Selective growth through uncompromising quality of service

At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.

BlackRock Survey: Overwhelming Majority of Insurers Plan to Increase Allocations to Private Investments

The report tracks insights from 410 insurance investors surveyed across 32 markets, representing nearly $27 trillion USD in assets under management.

“If Trump wins, the Fed may not be able to lower interest rates to the target level of 3.5%” – an interview with Nannette Hechler-Fayd’herbe

She also gives her outlook for assets, and defends her current preference for fixed-income over equities.

New rates, new rules

Monetary easing should continue across most developed economies as inflation gradually falls.

Bank of America Private Bank reveals age and gender gaps in charity work

A Bank of America Private Bank study on affluent Americans reveals generational and gender difference in charitable giving.

High yield bonds regain their shine

But while stocks have gained ground, the relative attractiveness of high yield bonds has also risen.

Banking billionaires: How wealth managers cater to the super wealthy

A handful of studies have shown that wealth at the very top has fallen.

Söderberg DFM CEO: Why our MPS won’t invest in our own funds

Söderberg & Partners’ Fredrik Börjesson wants to avoid the conflict of interest in investing an MPS in in-house funds.

Millionaires swap the UK for Portugal

Many wealthy Britons will be seeking expert advice on the financial impact of becoming tax resident in Portugal.

2 Investing Mistakes Wealthy Millennials Are Making in 2024

This may not be surprising, as younger generations in general often think they can outsmart conventional wisdom by charting their own path.

Bill Gates is open to losing $101 billion to the tax man—but not policies that replicate North Korea’s ‘unbelievable equality’

The tech titan has often advocated for higher taxes on the rich, as well as encouraging his ultrawealthy peers to engage in philanthropy.

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