Managers of Wealth

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.

UK businesses see Defence Investment Plan as catalyst for growth but call for clearer procurement and finance support

While business appetite to participate in defence supply chains is clear, practical barriers remain.

Invested as One: Northern Trust Grants Employees Company Stock

Northern Trust Ties its One Northern Trust Strategy to Employee Ownership

Hong Kong Asset Management and Private Equity Outlook

Key trends and developments on tax reform, liquidity and growth

Bank stocks have further to run

Large US banks had a very strong second quarter.

Burnham's Britain: economic priorities to consider?

While pledging to do things differently, there are many challenges ahead.

Two percent minimum tax on richest households could raise £10 billion

The UK's richest households have become dramatically wealthier over recent decades while often facing lower effective tax rates than ordinary workers.

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.

Comment & Analysis