Managers of Wealth

Wrestling with data in private markets

Zurich: Three Swiss selectors discuss their views on building a multi-asset portfolio and finding the perfect fund manager.

J Safra Sarasin set to launch discretionary private markets solution

The private bank is aiming to rollout an evergreen discretionary mandate before the end of 2026, investment chief Philipp Bärtschi tells Citywire.

With a $15 billion net worth, Palantir CEO Alex Karp predicts he will get 20x richer from AI—but that middle-class workers will get just modest raises

But the 58-year-old has just warned that the wealth imbalance generated by AI is only going to get worse.

SFP Group supports the establishment of the new Oberland hospitality group: First hotel opens in Scotland

In addition to its stake in Oberland, the SFP Group also invested directly in the group's first hotel project.

Young Japanese who rode AI boom flaunt wealth with luxury buys

Now, Generation Z shoppers are spending their returns on luxury items such as jewelry and sports cars, signaling a growing appetite for conspicuous consumption.

Redemption of UBS Group AG senior unsecured notes

UBS Group AG announces its intention to redeem two senior unsecured notes.

To Retire Comfortably, Plan Participants Say They Need $1.2 Million

33% Have More Credit Card Debt Than Retirement Savings

Societe Generale remains Deutsche Bank's preferred French bank

It expects BNP Paribas to deliver strong profit growth (+8% year over year, on an adjusted basis), driven by favorable momentum across its businesses, while Societe Generale should be close behind (+7%), albeit with a different mix.

Passion assets: challenges, structures, and trends

Certain passion assets have highly specific storage requirements.

The “augmented” relationship manager: Smarter, better, faster

A new interaction model for private banking

Our HNWIs have renewed enthusiasm for listed equity, says Geneva IAM

While there is still alpha in private equity, clients are not automatically rolling proceeds into the next vintage or direct deal, according to NFG Partners investment manager Nicholas Bedford.

Next-gen inheritors planning $100bn in donations

Over $100 billion of the upcoming wealth transfer is expected to be directed to charitable giving, primarily by those inheritors under 50, according to Morgan Stanley Wealth Management.

How Vinted is making second-hand the first choice worldwide

Last year, Vinted became France’s largest clothing retailer, well ahead of Shein and Decathlon.

One in four Dutch people think they have nothing worth taking for fraudsters

This assumption is incorrect, as personal data can be useful to criminals either immediately or later on.

Women’s average wealth falls £34k as UK gender gap widens

The research suggests the widening gap is increasingly being driven by differences in long-term wealth creation rather than earnings alone, with women less confident about investing and less likely to make key financial decisions.

Thailand’s richest billionaires: Red Bull family stays No. 1 as top five's fortune jumps $13B

Most of their rankings were unchanged, except for beer-to-property tycoon Charoen Sirivadhanabhakdi, who fell to fifth from fourth last year, according to Forbes.

TRP: Emerging market equity set up is compelling

There is a disconnect between fundamentals and valuations in emerging market equities, according to T. Rowe Price’s Agnes Ng.

The superyachts of tech's richest billionaires, from Jeff Bezos' Koru to Sergey Brin's Dragonfly

Over the past two years, three of the wealthiest people on the planet — Jeff Bezos, Mark Zuckerberg, and Sergey Brin — have taken possession of yachts over 100 meters long.

Swisscanto plans equal weight SMI fund

The new fund would represent a rare offering in the equal weight category.

St James’s Place tumbles as partner firm Sovereign Wealth said to be eyeing exit

According to its website, Sovereign Wealth has around £3bn of funds under management and a network of more than 50 advisers around the UK.

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