Managers of Wealth

Investment Foundation: Ruedi Stutz hands over management to Clemens Schreiber

The Board of Trustees will propose Ruedi Stutz for election to the Board of Trustees at the Investors' Meeting on May 22, 2025.

Schroders to manage £400 million following Utmost Life and Pensions partnership

Schroders will initially manage nearly £400 million of Utmost Life and Pensions’ annuity book.

Schroder QEP Global Core celebrates 25th anniversary by unveiling 10 stock market themes for 2025

The strategy employs a blend of quantitative analysis and fundamental insights to identify compelling investment opportunities focused on value and quality from a broad universe of over 15,000 companies.

IQ-EQ awarded ‘Compliance Service of the Year: Fund Domicile’ in 2025 Private Equity Wire European Awards

IQ-EQ was proud to be among the leaders recognised for driving innovation, transformation and growth across the private markets.

HSBC: Rich investors spread their net wider

A report by the bank finds that wealthiest investors in Hong Kong look for global diversification.

Partners Group nominates Urban Angehrn to its Board of Directors

The nomination will be proposed at the next Annual General Meeting of Shareholders ("AGM") on 21 May 2025.

Barclays ex-CEO Jes Staley mounts fight to distance himself from Jeffrey Epstein, contesting the UK regulator banning him from running a bank

Staley, who ran Barclays from 2015 to 2021, will appeal the ban in London’s Upper Tribunal starting March 3 in an effort to clear his name.

Billionaire's Tips To Be Wealthy: Skip Coffee, Ditch Credit Cards

One self-made billionaire has shared tips on becoming wealthy that challenge conventional wisdom.

Silver: onwards and upwards

First, gold prices have risen to new all-time highs, and silver rose in tandem, as its historical beta to gold kicked in.

Preventing forest fires – Marc Palahí explains why economic transformation is the only long-term solution

Lombard Odier’s pioneering strategy invests in sustainable agricultural practices that protect biodiversity and deliver financial returns

Swiss Custodian Debate: Should Foreign Banks Be Banned?

At State Street, the company typically avoids public attention and refrains from political lobbying, preferring instead to focus on data.

Henley & Partners Welcomes "Trump Gold Card" to Attract Wealthy Migrants to the US

Any new investor visa would require new legislation which would have to pass through Congress

Staying cautious on European risk assets after Germany's election

The conservative Christian Democratic Union/Christian Social Union (CDU/CSU) won 28.5% of the national vote.

Trust issues: what wealthy families can learn from the Earl of Yarmouth’s £85 million estate row

A family’s bitter court battle over their £85 million estate raises complex inheritance disputes and governance challenges

Barclays Launches Barclays Live: A Next-Generation Client Research Portal

Barclays Live empowers clients to seamlessly access critical market insights, anticipate industry trends and make data-led decisions.

Why wealthy individuals prefer Hong Kong insurance policies for inheritances

60 per cent of affluent individuals in the region prefer insurance policies for estate planning, study shows

Private banks pare CD ratios amid tight liquidity

Banks have intensified their efforts to enhance their liability franchises by offering higher rates on term deposits in the current financial year.

Selling your business in France: a step-by-step guide for entrepreneurs

Many entrepreneurs are unsure about the issues involved in such a sale.

Why wealthy individuals prefer Hong Kong insurance policies for inheritances

The study was based on interviews and surveys conducted in the second half of 2024 with 140 HNWIs, each with at least HK$7.8 million (US$1 million) worth of assets in those markets.

Billionaires' wealth 'soars by over £230billion in first month of 2025 alone'

Campaigners said billionaires' wealth soared in first month of the year by a staggering £237billion - more than the combined wealth of world's poorest 2.8billion people

Comment & Analysis