Managers of Wealth

Exploring potential of large language models for investment firms

The observations made in the first months of AI can still be used to navigate this journey.

UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers

UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration

Swiss Banking White-Knuckles it to the Quarter-Century Mark

Major banks give off a very intentional impression of unchanging, marble-lined solidity.

Italy’s Mediobanca launches €6.3bn offer for Banca Generali

Lender proposes funding deal by selling its shares in country’s biggest insurer

Why converters don't always keep their promises

The scene in this country that is intensively involved with convertible bonds is quite small.

Billionaires Are Losing Wealth, But Warren Buffett Is Getting Richer — Here’s Why

Warren Buffett, the CEO of Berkshire Hathaway, has seen his net worth grow by $11.5 billion since the start of 2025.

View from the top with Jupiter’s Kiran Nandra: Leading by example

The head of equities discusses how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients

Family Office & Wealth Management Course: Best Strategies for Setting Up a Family Office, Preserving Family Wealth and Managing a Modern Family Office

You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning.

Next Gen wealth: Five ways to start the conversation

A wealth management study suggested approximately 90% of heirs who inherit substantial wealth from their parents ultimately switch financial advisors once the wealth is in their hands.

Ivorian court puts brakes on Tidjane Thiam

Now a court has barred him from running in the election.

Cantonal banks: Stable pillars of the Swiss financial center

The current economic environment is characterized by geopolitical upheavals and ongoing uncertainties.

Bleak bonuses at private banks across Asia

Flattish bonuses, fuelled by 2024's soaring costs, regulatory pressures, and spotty relationship manager performance, have bankers playing it safe. Can 2025 bring better days?

Pictet Research Institute: BRICS+ and the Great Power competition: investment opportunities

This intergovernmental organisation originated with Brazil, Russia, India and China and is already showing it can turbo charge growth.

U.S. Household Total Financial Wealth Exceeds $90 Trillion

Opportunity emerges for financial advisors to build relationships with mass-affluent and high-net-worth clientele

Ex-Credit Suisse Board Member Keeps Mum on the Collapse

As a behavioral economist, she surely could have offered interesting observations straight from the eye of the storm.

Anyone who follows their bank’s security advice is well protected

The vast majority of fraud cases do not happen because systems fail, but because people are manipulated – often with very convincing methods.

Raiffeisen CEO earned less in 2024

This represents a decrease of approximately 11 percent.

Credit Suisse: Former Board Member in the Valley of Silence

As a behavioral economist, she could certainly have contributed interesting observations directly from the eye of the hurricane.

Four key factors for a successful career in banking

Given the large number of qualified candidates for each available position, banks can now afford to be particularly picky when employing new staff.

Is Gen Z ready for the multi-trillion-dollar wealth transfer?

Survey highlights opportunity for advisors as heirs receive inheritance

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