Managers of Wealth

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.

Financial professionals anticipate bonuses surge in 2025

Study shows optimism about compensation despite job security concerns.

Saltus Research: 40% of UK High Net Worth Individuals Currently Hold Cryptocurrency Assets

The Saltus research found that HNWIs who have not taken financial advice are far less likely to consider crypto.

Shaping the Future: HR Trends That Will Define Banking in 2025

These changes have placed greater demands on human resources departments.

Champagne Discoveries by Philipp Schwander, Master of Wine

Schwander is a recognized expert who veers off the beaten path, consistently uncovering surprising finds—such as outstanding sparkling wines from countries rarely considered on the radar.

Millionaire boomers less likely to share their wealth: Charles Schwab

Data revealed that baby boomers, born from 1946 to 1964, plan to spend most of their wealth rather than reserve it for future generations.

Donor-advised funds vs. private foundations: How to choose your giving strategy

Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.

Wealth brands on the run

Leading lights Lombard Odier and Julius Baer have found themselves under intense regulatory scrutiny after compliance issues.

Surging wealth of India’s billionaires raises concerns about rising inequality, cronyism

The wealth of billionaires in India has risen to US$905 billion, according to a report by UBS, outpacing the country’s economic growth

European asset managers on course to manage €33 trillion in 2024

New report highlights growth of retail and passive investing, and how asset managers finance the European economy

Nomura Individual Investor Survey

The Nomura Individual Investor Survey is a periodic survey conducted with the aim of better understanding investing activity by individuals and providing information on related trends.

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