Managers of Wealth

Citi on the hunt for hedge fund gatekeeper

Citi is looking to add a hedge fund-specialist gatekeeper.

Why investors should diversify, rebalance, and hedge

Investors with concentrated positions should rebalance and diversify their portfolios.

Baird recruits $1 billion investment advisory team in Indianapolis

The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience.

Gulf conflict rewrites tale of two cities for wealthy families

Investors with cross-border interests are rapidly reshaping their use of various financial hubs for both investing and living, with a current focus on Dubai and Singapore

What philanthropists need to know about Trump accounts

The two forces come together in “Trump accounts,” (TAs), which were created as part of the One Big Beautiful Bill Act that was enacted last year.

How is the new generation reshaping wealth allocation?

In Sphere the Swiss Financial Arena, discover the interview with Florian Menard, Head of Investor Relations Private Markets, Indosuez in Switzerland.

Why Switzerland Stands to Gain from Liechtenstein’s Moment of Doubt

That capital will move—but increasingly, so will decisions about where it is held, governed, and protected.

Investec Alternatives reports record year for Direct Lending in 2025

The performance reflects continued client confidence in Investec’s lower mid-market strategy

Exploring ‘Silicon Valhalla’ – can AI be built in Europe?

These were some of the questions explored at a Lombard Odier Founders Reception event co-hosted in London with the Swedish Chamber of Commerce for the UK.

How big a risk is private credit for banks?

Big US banks have been getting lots of questions about private credit exposure on their first-quarter earnings calls. Should investors be worried?

Are You Wealthy Enough To Crack The Top 10%? You May Be Richer Than You Think

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Europe to pivot to rate hikes, slowing growth

Before the Middle East conflict, Europe’s economy showed quiet resilience. Real GDP growth in the eurozone reached 1.5% in 2025.

EFG: US Exceptionalism Has Passed Its Peak

In contrast, Switzerland and its companies are seen as well positioned in the competitive landscape.

Wealth Of Malaysia’s 50 Richest On 2026 Forbes List Jumps Nearly 30% To US$116 Billion

The complete list can be found here, as well as in the April/May issue of Forbes Asia.

Malaysia's legacy planning rises despite 17% insurance usage gap

More than half of wealthy individuals already have arrangements in place before age 50.

Fitch Rates CA Indosuez Wealth (Europe) 'A+'; Outlook Stable

The Stable Outlook on the Long-Term IDR mirrors that on CACIB's Long-Term IDR.

Carey Olsen shortlisted for Offshore Firm of the Year at the Chambers High Net Worth Awards 2026

The finalists have been selected following extensive research and a rigorous selection process conducted by the Chambers and Partners research team.

Don't buy it! Build it! How top firms create advisor training programs to develop talent

Wealth managers explain how building the better advisor training program ultimately makes them more competitive.

Advisors face ‘existential’ threat as $84 trillion wealth transfer reshapes client loyalties

Report warns advisors risk losing assets as heirs prioritize trust, tech, and new expectations

Leadership Lessons From Two Sides of the Wealth Management Industry

Big or small, every firm is trying to solve the same problems—just from very different vantage points.

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