Managers of Wealth

Race for Relevance Fuels M&A in Asset and Wealth Management

The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years.

Will investors continue to look through the US government shutdown?

The indifferent market response to the government shutdown is in line with historical experiences.

HSBC Digital Transformation Strategy Analysis Report 2025: Technology Focus and Initiatives, Investments, Acquisition Partnerships, Network Map, ICT Budget - ResearchAndMarkets.com

The report provides insights into company's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives.

CIO Update – Market highs signal solidity, not stress

Stock markets have recently scaled a series of new heights. This can cause consternation among investors concerned the tide will soon turn, but we still see solid potential for risk assets. Coutts’ Chief Investment Officer Fahad Kamal explains why.

Passive fixed income misses over 200 fallen angels and rising stars since 2020

In the first seven months of 2025 alone, 13 companies have been downgraded to high yield, while eight have been upgraded to investment grade.

Gen Z turns back on property to build wealth, Revolut survey claims

Housing crisis continues to price them out of market

Banking on love: Gen Z’s financial confidence hinges on finding the ‘one’, but more than 50 per cent say cost of dating is getting in the way

The rising cost of dating, however, is an obstacle for those hoping to find the one.

Global wealth firms launch landmark AI study

It will examine how firms across 16 countries are harnessing AI and other transformative technologies to meet rapidly changing customer and employee needs.

Africa Wealth Report 2025: Continent Outpaces Global Growth as New Wealth Hubs Surge

The continent is currently home to 25 billionaires, 348 centi-millionaires, and 122,500 millionaires

Banking in 2025: Risk, regulation, and strategic readiness

The financial system and the world surrounding it are evolving through both disruption and innovation.

India’s wealthiest 1 pc holds 60 pc assets in real estate, gold: Report

This segment of 'wealthiest citizens' is comprised of Ultra High Net Worth Individuals (UHNI), High Net Worth Individuals (HNI) and the affluent class.

Professionalising a key function in Wealth Management: Interview with Julien Froidevaux

The ISFB Portfolio Management Assistant Certificate is aimed at professionals who support relationship managers on a daily basis in serving private and institutional clients.

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

The results are consistent with those of previous years’ surveys, signalling that private markets have become embedded in UHNW/HNW portfolios.

Nucleus launches Voice of the Adviser Survey: A profession caught between two worlds

The research was carried out over a three-week period from 29 May-19 June 2025 and reveals a profession at a pivotal moment – arguably caught between two worlds.

Societe Generale Digital Transformation Strategy Profile 2025: Accelerators, Incubators, and Innovation Programs

Discover Société Générale's tech strategies and innovation programs, including digital transformation insights, ICT budget details, and major contracts. Explore their global banking solutions and tech initiatives across Eu

Research Reveals More Than 75% of UK Wealth Managers Planning Acquisitions

As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues

The Great Wealth Flight: Millionaires Relocate in Record Numbers

Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.

Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm

GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.

Adding private market investments to your portfolio

As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity.

Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide

For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic