Managers of Wealth

How to choose the private bank best for your needs

A private bank must be able to ensure the long-term growth of its clients’ wealth while planning its transfer to future generations.

Partners Group's operating profit (EBITDA) increases 19% to CHF 1.61 billion, also supported by stronger performance fees; proposed dividend of CHF 46.00 per share

Total operating costsincreased by 22% to CHF 953 million (2024: CHF 778 million), mainly driven by higher variable performance fee-related personnel expenses.

UBS Global Wealth Management promotes financial confidence at Jersey College for Girls

The session formed part of the firm’s commitment to supporting women’s wealth and inspiring the next generation of female investors and entrepreneurs in Jersey.

Why women retire with less and the proven ways to change the outcome

The most effective approach is lifelong: start early, review regularly, and adapt your plan as life evolves.

Advancing Inclusion: Introducing Women Together at JTC

This community creates a dedicated platform for women to share experiences, foster networking and access opportunities for professional and personal growth.

Partners Group announces credit rating from Moody's Ratings

The investment grade ratings we have received from both agencies are a testament to the financial stability of our firm.

As Tax Year End Nears, Bestinvest’s Latest ‘Best Funds List’ Highlights the Top Fund Picks Favoured by its Research Specialists

Featuring 144 open-ended funds, Exchange Traded Products and investment trusts, the latest List is a valuable guide for DIY investors seeking inspiration for their tax-free allowances before the end of the financial year

Federal Councillor Elisabeth Baume-Schneider will represent Switzerland at the United Nations Commission on the Status of Women in New York

The Swiss delegation will be led by Federal Councillor Elisabeth Baume-Schneider, Minister for Gender Equality.

IWD 2026: Understanding the Female Wealth Boom in Asia

The female client segment in wealth management is arguably a topic less discussed, relative to its potential opportunity.

Hong Kong Luxury Sales Continue Upward Trend in January

Although a higher base resulting from the early arrival of the Chinese New Year in 2025 weighed on January’s year-on-year comparison, the retail sector maintained its positive trajectory.

Swedish pensioners speak out: how scrapping the wealth tax reshaped their country

The shift did not happen overnight, and many point to these two decisions as the turning point.

European Wealth Management Has a Execution Problem. The WealthTech Radar 2026 Names It

Harvest and fincite today released the WealthTech Radar 2026, their fourth annual report on the trends reshaping European wealth management.

Nomura Lists New ETF Designed to Track Performance of FTSE Japan ex-REITs High Income Cash Flow 50 Index on TSE

FTSE Russell is a trading name of certain of the LSE Group companies.

Positioning private portfolios in a fracturing world

US strikes on Iran follow a return to unilateral force and coincide with emergence of three definitive power blocs in the investment world

Financial intermediaries eye geographical expansion and strategic partnerships in 2026: Bank of Singapore survey

This comes as the FIM industry undergoes long-term structural change to meet evolving needs of clients.

What percent of the world’s wealth is controlled by billionaires?

The 10 richest U.S. billionaires gained nearly $700 billion dollars in the last year.

Cazenove: What comes next?

Catch up on this week’s top news in wealth management

The end of imputed rental value: What Swiss property owners need to know

With the timeline for the change to take effect yet to be decided, many property owners are wondering what the consequences will be for them.

90% of UK’s wealthiest families face active wealth conflicts, new research reveals

A lack of clear communication emerged as a critical factor, with 28% of families identifying it as a primary reason they disagree over wealth.

Wealth Exodus – Why High-Net-Worth Individuals Are Moving Their Wealth?

High-net-worth individuals are reassessing where they base themselves and their assets in response to tax changes, geopolitical tension and policy unpredictability.

Comment & Analysis