Managers of Wealth

Rising complexity drives family offices toward external specialists

Six in 10 respondents use third-party providers for personal financial management advice.

Zurich's real problem is not the 20 million francs.

The background to this is certain policies in the area of occupational pensions and corporate insurance.

What ultra-wealthy families do differently with money, according to a UBS private wealth advisor

Trusts, family meetings, and honest conversations with kids: inside the habits that keep big fortunes from disappearing

Advance Decision on Life-sustaining Treatment Ordinance takes effect: what you need to know

This statutory regime enables the specification of certain life-sustaining treatments which are not to be administered should an individual lose mental capacity and one of the specified preconditions be met

Three Saffery Trust directors recognised in global High Net Worth Guide 2026

Director Lisa Vizia has been included in the guide for the first time, joining Executive Director Stefan Aegerter and Independent Director Andrew Needham, who have both retained their individual listings.

Coutts London Prime Property Index Q2 2026 – Market rebounds as demand rises

The Prime London market showed renewed momentum during the second quarter, with stronger sales activity, rising prices and improving buyer confidence.

AXA Global Private: Supporting the growth of high-net-worth clients

AXA has launched AXA Global Private, a new platform dedicated to high-net-worth and ultra-high-net-worth individuals, as well as globally mobile families.

Fashion brands risk alienating wealthy shoppers if they use fur - report

Fur and wild animal skins used to be the ultimate status symbol for the wealthy, but ultra-high net worth (UHNW) and high net worth (HNW) consumers no longer see them as such, a new study claims.

Morgan Stanley Bankers Were Pressured to Approve Mortgages for Wealthy Clients

Mortgage employees faced backlash when questioning or rejecting loans; the bank says it hasn’t ‘compromised its underwriting standards’

UBS plans equal weight SMI ETF

UBS Asset Management already offers an equal weight ETF tracking the S&P 500.

Unicredit and Commerzbank: Only one remained in Switzerland

The takeover of Commerzbank by the Italian banking giant UniCredit appears to be a mere formality.

Average Net Worth for Baby Boomers: How Much They Have and Why Wealth Is Unevenly Distributed

Baby boomers control over half of U.S. household wealth, but much of it is tied up in home equity and retirement accounts.

Slower, not weaker: What our growth indicator is telling us

Despite global economic momentum moving from a period of expansion to slowdown, we don’t believe in an indiscriminate retreat from risk assets.

McKinsey: Global households got $40 trillion richer in 2025 as the paper wealth economy swelled to $1.8 quadrillion

These are both record levels, it’s almost needless to say.

Altiant global luxury and asset management (GLAM) monitor

The Glam Luxury Consumer - Luxury and Sustainability- Focus on Finance- Focus on Travel and Leisure Time

World Wealth Report: Two million more people became millionaires in 2025

In this episode of The Big Question, Stefan Grobe is joined by the Executive Vice-President of Capgemini, Gareth Wilson, to discuss their latest World Wealth Report.

How HNWIs found a taste for fine wine as an alternative asset

Bordeaux over bonds? Syrah instead of stocks? We investigate why cellars are becoming a new store of wealth for savvy investors

Are millennials failing to protect their future?

For many people in their 30s and early 40s, life can feel like a constant balancing act – managing a mortgage, building a career, raising a family and trying to keep up with day to day costs.

Curation tips for building an investment-grade wine cellar

Amayès Aouli, Global Head of Wine & Spirits at Bonhams, provides guidance for those looking to blend their oenophile passion with long-term alternative value.

Luxury Assets and Family Governance: Managing Yachts, Jets and Art

Something like a superyacht will be an eye-catching symbol of success, but our work goes deeper than this and just the ownership structures.

Comment & Analysis