Managers of Wealth

ABN Amro's Bux to offer retail investors access to IPOs via PrimaryBid

This move, encouraged by ABN AMRO, is part of BUX’s mission to make investing more accessible and empower retail investors with new opportunities.

Want to be a top wealth manager? Study economics at Oxford University

Ahead of the inaugural Twenty Most Influential in Wealth Management list, FN has looked at where our leading executives were educated

Natixis IM: Half of Advisors Worried About NextGen

While advisors are able to retain client relationships 72 percent of the time when a spouse inherits, they are successful only 44 percent of the time when the children inherit.

Luxury consumers seek lasting memories and creative experiences - study

Luxury brands can’t just rely on the appeal of their beautiful products, they need to “innovate and entertain or get left behind”, a new study from media agency Havas Media has claimed.

DIFC foundations: a unique private wealth structuring proposition

A DIFC foundation can be established to hold all asset classes for charitable and / or non-charitable purposes and has an independent legal personality, typically combining the features of both a trust and a company.

NatWest's momentum continues, but could struggle as rates fall

Loan losses are a small negative in the quarter with a charge of £245m and NatWest highlighting higher stage 3 charges in Commercial and Institutional divisions and also a pick up in Retail.

Why wealthy Canadians are turning to private banking for estate planning

Early and thorough planning will help ensure our end-of-life instructions are carried out.

Spending continues on art and antiques in a complex market

Gen X respondents had the highest average spending in 2023 ($578,000), and their lead continued in H1 2024.

What does the next decade hold for wealth management?

The FT’s new wealth editor has asked private bankers and lawyers to look into their crystal balls

HSBC Looks to Escape the Matrix

When it came to overlapping management and businesses, few global or international banks could match HSBC.

Weighing risks from US legal limbo to French debt and UK uncertainty

Not only from US elections, including the possibility of a contested outcome, but also from French debt concerns and the upcoming UK Budget.

Zero savings? I’m taking the Warren Buffett approach to building wealth

After all, he is a billionaire but a lot of the approach he takes to investing was forged in the 1960s, 1950s, or even earlier.

Which luxury train crew are you?

From the Venice Simplon-Orient‑Express to The Ghan Expedition, it’s never been easier, or chicer, to travel by rail. Here are the carriages to know

How rich South Africans are protecting their money

This global mobility allows them to protect their assets in stronger currencies and ensure access to international markets.

Where can wealth managers find opportunity when assets are in flux?

In other words, one in four wealth management clients around the world expect to move a material slice of their wealth between providers by the end of 2025.

Peter Keller's restaurant discoveries in Zurich – with wine list

A good restaurant scores points with fine food, first and foremost.

Selective growth through uncompromising quality of service

At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.

BlackRock Survey: Overwhelming Majority of Insurers Plan to Increase Allocations to Private Investments

The report tracks insights from 410 insurance investors surveyed across 32 markets, representing nearly $27 trillion USD in assets under management.

“If Trump wins, the Fed may not be able to lower interest rates to the target level of 3.5%” – an interview with Nannette Hechler-Fayd’herbe

She also gives her outlook for assets, and defends her current preference for fixed-income over equities.

New rates, new rules

Monetary easing should continue across most developed economies as inflation gradually falls.

Comment & Analysis