Managers of Wealth

Bergos’s art consulting head dies

Thomas Kellein, former director of the Kunsthalle Basel who joined the bank in 2013, died from a serious illness last week.

How Partners Group landed unique Deutsche Bank partnership

Marco Zamberletti, who heads the private bank’s global advisory solution unit, says GPs are often overly US-centric, and need a different approach for Europe.

Year-end priorities and a preview of 2026

In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years.

Hong Kong bankers pack luxury hotels near offices for typhoon trading

Need for minimal staff in the office creates rush on rooms at the Mandarin Oriental, Four Seasons and other centrally located hotels

How Wealth Managers Can Support Accounting Firm Family Office Practices

The goal is to achieve the same benefits that high-performing single-family offices provide to their super-rich clients.

Lombard Odier Co-Hosts Sustainability Forum in Thailand

The half-day event was attended by speakers from the financial, corporate, academic and public sectors.

World Nears Quarter Million Crypto Millionaires in Historic Wealth Boom

This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady.

Half of UK adults feel uncertain about future but taking advice can help

It surveyed 8,000 individuals to understand the role of financial advice and guidance in helping people reach their goals and manage challenges.

Schroders launches first two European active ETFs

These listings will be followed by further listings on the London Stock Exchange, Borsa Italiana and SIX Swiss Exchange.

Nomura Asset Management Launches First Cross-Border ETFs Between Taiwan and Japan

This fund is also part of Japan’s NISA tax-free investment programme, widely held by Japanese retail investors.

Navigating diverging monetary policies

It is trying to strike a balance between containing inflation and protecting the labour market.

A key leadership position becomes vacant at Bank of America

The major American bank has to look for a head Germany.

Near-zero savings? Start building wealth with Warren Buffett’s golden method

Throughout this journey, he’s been quite a vocal teacher, offering powerful advice over the years to guide the next generation of investors.

Spear’s Power List 2025: Everything you need to know ahead of this year’s release

Spear's to reveal the 100 most influential people in 2025 in the world of private wealth

Building resilient portfolios with impact investing

Impact equities offer a smarter, more resilient alternative by targeting companies whose core products address these systemic challenges.

French Riviera property: new shine, old allure

That demand for the Instagrammable has changed the rhythm of the Riviera and Monaco property markets.

What Ultra-Wealthy Clients Really Want From Advisors

Stop aspiring to sign these wealthy clients unless you can deliver that and more.

The economy is reliant on the ‘fortunes of the well-to-do’ says Moody’s—if the ultra-rich get nervy that means recession

Chief economist Mark Zandi warned that the economy is increasingly “tethered” to the top earners, whose wealth continues to surge, while retail sales remain resilient despite weaker job growth and higher prices.

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

Deutsche Bank extends support to defence sector

In July, the Bank hosted a European defence conference in London with more than 200 participants bringing together senior leaders from government

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