Managers of Wealth

Baby boomers have now ‘gobbled up’ nearly one-third of America’s wealth share, and they’re leaving Gen Z and millennials behind

That chunk of change is an outsize share compared to other generations.

CEOs of Swiss companies are taking a step back.

The votes on the sustainability report indicate a gradual shift away from a purely formalistic approach to compliance.

Competition promotes free offers for personal accounts

The number of banks offering fee-free accounts

Singapore leads Southeast Asia in ultra-rich population

The annual publication, now in its 20th year, offers global insights into wealth, real estate, luxury, and investment trends.

Strong UK savings culture – but persistent investment gap

Research by the campaign reveals around seven million adults in the UK hold at least £10,000 in cash savings.

The CEO of a $24 billion Dutch lender has sandwiches once a week with the staff to hear their views and get them on side with cost cuts

Last November, the bank announced a plan to increase return on equity to at least 12%, while keeping its cost/income ratio below 55%.

The Challenges of the Wealth Management Industry in a Changing Environment, According to Its CEOs

The professionals highlighted the importance of internal processes, the evolution of investors’ needs, and technological advancement in the sector

Schroders Capital evolves ILS platform with integration of tokenisation capability

This milestone includes the execution of the first real-world collateralised reinsurance transaction through this platform.

AllianceBernstein Launches Active ETF Business in Europe

Three new active fixed income UCITS ETFs mark AB’s entry into the European ETF market

Rapid growth of UHNW population prompts management shift: Knight Frank

Globally, there are 713,626 UHNWIs currently, and that figure is set to grow close to one million in 2031.

Citi on the hunt for hedge fund gatekeeper

Citi is looking to add a hedge fund-specialist gatekeeper.

Why investors should diversify, rebalance, and hedge

Investors with concentrated positions should rebalance and diversify their portfolios.

Baird recruits $1 billion investment advisory team in Indianapolis

The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience.

Gulf conflict rewrites tale of two cities for wealthy families

Investors with cross-border interests are rapidly reshaping their use of various financial hubs for both investing and living, with a current focus on Dubai and Singapore

What philanthropists need to know about Trump accounts

The two forces come together in “Trump accounts,” (TAs), which were created as part of the One Big Beautiful Bill Act that was enacted last year.

How is the new generation reshaping wealth allocation?

In Sphere the Swiss Financial Arena, discover the interview with Florian Menard, Head of Investor Relations Private Markets, Indosuez in Switzerland.

Why Switzerland Stands to Gain from Liechtenstein’s Moment of Doubt

That capital will move—but increasingly, so will decisions about where it is held, governed, and protected.

Investec Alternatives reports record year for Direct Lending in 2025

The performance reflects continued client confidence in Investec’s lower mid-market strategy

Exploring ‘Silicon Valhalla’ – can AI be built in Europe?

These were some of the questions explored at a Lombard Odier Founders Reception event co-hosted in London with the Swedish Chamber of Commerce for the UK.

How big a risk is private credit for banks?

Big US banks have been getting lots of questions about private credit exposure on their first-quarter earnings calls. Should investors be worried?

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