Managers of Wealth

Codie Sanchez: How Women Can Build Wealth To Become A "Main Street Millionaire

Codie Sanchez’ new book, Main Street Millionaire, is a step-by-step guide for ordinary people who want to create wealth.

Financial advice changes lives, SJP’s Real Life Advice Report finds

Over the past few months, we have shared insights from our Real Life Advice Report – our largest consumer survey to date.

Cazenove Capital to adopt the FCA’s Sustainability Disclosure Requirements (SDR) ‘Sustainability Focus’ label across its three sustainable flagship funds

These funds which collectively manage over £3 bn of assets1 on behalf of our clients, will adopt the ‘Sustainability Focus’ label.

BNP Paribas’s alts selection boss: ‘We don’t want other banks proposing our funds’

Claire Roborel de Climens says keeping some mystique around relationships with general partners acts as a differentiator for the bank’s clients.

New CS Nazi-Era Alegations: What It Means for UBS

The accusations, tied to previously undisclosed Nazi-linked accounts, have led to intensified scrutiny from U.S. lawmakers and investigators.

Time for experiments at Swiss banks is over

Digitalization is profoundly changing the Swiss banking sector.

2025 Investment Outlook: Insights from experts on key trends for the year

The challenges ahead will likewise be compounded by global conflicts and economic shifts.

Good philanthropy is about more than giving money

When you fundraise for the same charity, you put in even more effort by channeling your time, too.

Survey Findings: How Independent Advisors Are Weathering Industry Shifts

Advisors share how they are growing their firms while navigating an ever-changing industry landscape.

How ‘engaging writing’ could introduce you to Pictet

Jean-Claude Erne, Pictet Wealth Management’s head of Romandy, opens up about the firm’s regional evolution.

What are the key tax planning priorities early in 2025?

IG Wealth Management's Aurèle Courcelles shares insights

What Did Investors Learn in 2024 and What’s Next?

2024 was a dynamic year for investors, with market performances differing across regions.

Elon Musk Digs In On German Far Right Plug, Sparking Row

With Musk set to play a key role in US President-elect Donald Trump's administration, the billionaire's interventions have triggered accusations of meddling in Germany's democracy.

Philanthropy is not just for the rich — Kate Bashabe

This was the best gift that Bashabe thought of giving children and their parents as she joined them in celebrating Christmas Day and festive season in general.

Philanthropist MacKenzie Scott says she's changing how she invests

Scott, who is among the world's richest women, owns millions of shares of Amazon, which her ex-husband Jeff Bezos founded.

Innovative Wealth Management Marketing Strategies for UHNW Clients

Select Advisors Institute, under the leadership of Amy Parvaneh, specializes in helping wealth management firms achieve these objectives with precision.

Does Your Net Worth Make You Rich? Here's What It Really Takes To Be In The Top 1%

But the 1% isn't the only benchmark worth considering.

The Wealthy Are Challenged Insuring Their Lavish Homes, Survey Finds

When that property is a home, popular places to live grandly include California, Florida, Texas and Colorado—states that have seen more than their share of fires, floods, tornadoes and hurricanes in the last few years.

Preparing portfolios for the coming decade

Equities should continue to deliver solid returns, although they may struggle to match the exceptional run they have enjoyed for the past decade.

Redemption of UBS Group AG senior unsecured notes

The notes were issued by Credit Suisse Group AG on 18 January 2021 and are listed on the SIX Swiss Exchange.

Comment & Analysis