Managers of Wealth

‘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.

Conflict, energy and markets: charting a course for investors

In currencies, the dollar’s strength should remain temporary, and weakness to resume once the Fed cuts rates and overvaluation normalises.

Germany - Cautious recovery pressured by geopolitical uncertainty

The German economy showed early signs of improvement at the start of the year.

Lazard Head of Global Power, Energy & Infrastructure George Bilicic on Bloomberg TV and Yahoo! Finance at CERA Week

Joining Bloomberg's Julie Fine, George explored how the Iran conflict is reshaping investor appetite for energy investments and the evolving landscape of renewable energy.

Philanthropy in aid is growing — and it's billions more than we thought

Local philanthropy for development is bigger than previously reported, a new OECD report shows.

Warren Buffett admits his original philanthropic plans were not ‘feasible’—he’s instead left his three kids $500 million a year to give away

Though he no longer holds the title of world’s richest man, Buffett’s net worth sits around $144 billion

Mirabaud celebrates Matisse at the Grand Palais and reaffirms its commitment to art alongside the Centre Pompidou

This support is part of a long-term relationship based on a shared vision of art as a vehicle for openness, innovation, and the exchange of ideas.

Rethinking stability in a time of geopolitical shifts and economic fragmentation

With its latest campaign, Rethink Stability, the Group extends the philosophy behind its longstanding Rethink Everything® positioning, bringing a more visually assertive and culturally attuned language to wealth management.

Gen Z and Millennial High-Net-Worth Investors Are Reshaping Wealth Advice

CFA Institute survey of investors across global markets shows strong digital engagement, demand for personalization, and evolving definitions of trust

Turning wealth builders into beneficiaries: The power of good advice for small business owners

Small business owners are natural builders – driven, independent and invested in their business success.

UK banks should snap up their European rivals

The UK banks missed out that time around.

Fairy tales, patrons and many financial companies in Swiss football

The latest example is Yuh, which, after supporting the women's team, will also sponsor the YB men's team next season.

Deutsche Bank’s Asset Management Unit to Acquire 40% Stake in Indian Alternatives Firm

Additionally, DWS and NAMI will maintain strategic collaboration to develop passive investment solutions and distribute actively managed India strategies globally via DWS’s international network.

Inside Milan’s rise as a haven for the world’s wealthiest

Milan is attracting UHNWs in droves – but is there room for all of them?

Sergio Ermotti's curtain sermon

Fittingly, UBS completed the migration of customer data in Switzerland one day before the third anniversary – a milestone in the integration process

Comment & Analysis