Managers of Wealth

Leadership Lessons From Two Sides of the Wealth Management Industry

Big or small, every firm is trying to solve the same problems—just from very different vantage points.

Many Gen Z adults still get financial help from their parents

Most parents with Gen Z children — those between the ages of 18 and 28 — say their kids still rely on them for money, housing or other support, according to the 2026 Wells Fargo Money Study.

Bottom Line: Honouring wealth tech innovation. Questioning what’s next.

Hybrid data architectures are also gaining traction, combining real-time connectivity with manually curated data, capturing assets that have historically sat outside digital systems.

Gen Z’s side hustles can be a double-edged sword

Spinning discs in trendy clubs and creating ceramics exhibits may be inspiring for restless and innovative minds, but juggling too many tasks can lead to a diluted attention span

Investors need to rethink the "factor" approach

This introduced the idea that a stock’s return is driven by multiple systematic risk factors.

Don't just do something, stand there!

When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?

BNP Paribas has been accelerating its support to the defence sector in 2025, with an additional €6.5 billion in investments and €2 billion in financing

BNP Paribas delivered on the commitment it made in March 2025 to expand its support for the ecosystem of large-, mid- and small-cap companies working to strengthen our collective security.

Risk Warnings Review should allow industry to be more creative and engaging in disclosures

This is why the work of the Risk Warnings Review from the IA is so important.

Population of UHNWIs grows by 5.4% in just six months, study finds

This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth.

Fit for the future of asset and wealth management

The firms pulling ahead by 2030 are making clearer strategic choices and aligning their organisations behind them.

Michael Gold Explains Why Ultra-Wealthy Families Need Specialized Advisory Services

Many families now manage operating companies alongside complex investment portfolios, with assets spread across multiple jurisdictions, entities, and generations.

Beyond growth: an evening focused on how founders are rethinking wealth, risk and legacy

As conversations around entrepreneurship evolve, founders today are thinking far beyond scaling revenues.

Sub-outsourcing to a strategic partner

These include treasury financing and advisory, and global markets solutions.

AI: A global tale of creative destruction

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the story of AI and productivity, and highlights our latest investment views and positioning.

‘Italy has the best benefits’: Milan takes on Dubai as home for the super-rich

With the UAE under fire from Iranian missiles, wealthy investors are turning to Italy’s flat-tax haven

Endowus Hong Kong Introduces BlackRock iShares Low-Cost Hong Kong Dollar Index Funds to Its Retail Clients

These index funds seek to provide investors with cost-effective ways of getting exposure to global government bonds as well as global and local equities.

Julius Baer bursary scheme returns for fourth year in Guernsey

Preference is given to students studying towards a relevant degree with an interest in pursuing a career in financial services.

From crisis to stewardship: how governance protects families and wealth

First generation founders experience various stages of life and business in a relatively short period of time.

Five Tips for Navigating the Generational Divide in Philanthropy

Best practices to help wealthy families bridge the gap by embracing their differences.

Valartis Group reports slightly declining consolidated earnings

The Valartis financial group describes its operating performance in the past financial year as solid. The difficult environment in the banking and flower industries had a negative impact.

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