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Comment & Analysis

12/03/2025

Switzerland Rejects Ultra-Rich Tax: Why CEOs Still Call It the World’s Top Wealth Haven

Switzerland’s “No” Vote Sends a Loud Signal to Global Wealth: The Haven Strategy Is Intact

12/03/2025

Even millionaires don't feel wealthy these days

Even the wealthiest Americans worry about money, the study found.

12/02/2025

What The Burgeoning UHNW Clientele Wants From Advisors

Family Office Executives Share 2026 Predictions And Trends In UHNW Client Demands

12/02/2025

Outlook 2026: spectacular spending, unspectacular growth. Emerging markets and gold in focus

In addition to the impact of import levies, policy uncertainty, fragile geopolitics and tense US-China relations look set to persist.

12/01/2025

Swiss gold and Rolex gifts to Trump arouse ‘disgust’ in Europe

Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland

12/01/2025

What wealth portfolios are missing — and why it matters for individual investors

We believe these sorts of high-quality investment solutions should be available to individuals for both their institutional and personal savings pots

12/01/2025

Everyone benefits from wealthy fellow citizens

So damage was already being done. But the resounding message from the people will boost the country's appeal.”

11/27/2025

CIO continues to expect two more rate cuts through the first quarter of 2026

Fed funds futures now imply an 84% probability of a 25-basis-point cut at the next policy meeting, up from 50% last week.

11/27/2025

Why UK MPS is next after the US TAMP market's explosive growth

By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners

11/27/2025

Investec and Carlyle AlpInvest partner on debt fund

Carlyle AlpInvest structured credit secondary transaction and provided significant new capital to launch the fund.

11/26/2025

Wealth Boom Forces Banks to Rewrite Front Office Playbook

As the report notes, «incremental moves have delivered only a fraction of what is possible», with firms that lean solely on RM headcount expansion «falling short of the larger prize.»

11/26/2025

High Net Worth Offshore Investment Market - Global Forecast to 2030: Transformative Shifts Reshaping the Offshore Investment Landscape

The current offshore investment landscape demands adaptability and integrated frameworks that balance performance and compliance.

11/25/2025

Investing In Whiskey For Cask-Strength Returns

When most investors think of an investment in whiskey, they think in terms of what is most familiar: a bottle of their favorite brand.

11/25/2025

Tatton CEO: The FCA review won’t burst the MPS bubble

The provider's CEO, Paul Hogarth, shares what he expects the FCA will dig into during its review of the thriving MPS space.

11/25/2025

The great unbuilding: rethinking water infrastructure

Built to regulate rivers, supply energy and store water for growing cities, America’s dams have stood as symbols of its technological prowess for over a century.

11/24/2025

Schroders UK Financial Adviser Survey 2025: Advisers look to diversify portfolios to strengthen resilience

The survey, which captures the views of 221 advisers, suggests a more cautious outlook for markets.

11/24/2025

Building resilient portfolios in 2026: how investors can navigate AI, commodities and market risks

As AI's increasing dominance looms, investors should look to infrastructure as an area for investment, as well as diversifying their assets, a UBS report has argued

11/24/2025

HSBC Swiss private bank increases staff pay amid executive exits-report

HSBC’s Swiss arm has raised pay for some staff, including relationship managers, to discourage departures.

11/21/2025

New York Art Life Magazine to Feature Exclusive Interview with Maya Walton Patel, the Superyacht UUHNW Chef

The celebrated chef on crafting bespoke culinary experiences for the "Special Bracket" of global billionaires.

11/21/2025

How High-Net-Worth Individuals Cultivate Powerful Connections: Proven Tactics

For leaders at the pinnacle of their industries, networking isn’t a numbers game; it’s an art form, informed by data, exclusivity, and intentionality.

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Church House IM appoints head of bespoke portfolio service

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01-22-2026

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01-22-2026

Sapient Capital Recruits Veteran Private Banker, Welcoming Sarah White as a Partner and Advisor

01-22-2026

Gen X have most wealth in property as Baby Boomers move to cash

01-22-2026

LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

01-23-2026

New Era for JTC Luxembourg as Lee Marshall Takes the Helm

01-29-2026

Citi rejects harassment claims against wealth head Andy Sieg

01-29-2026

Where will the fixed income sweet spot be in 2026?

01-29-2026

Realpolitik, turbulence and opportunity

01-29-2026

Former Perpetual executive takes helm at UBS AM

01-29-2026

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

01-29-2026

Van Lanschot Kempen secures fiduciary management mandate for Holcim Group pension plans

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Schroders Capital Strengthens Real Estate Operations with Key Appointments

01-29-2026

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