Managers of Wealth

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

A new era of wealth transfer: Five key takeaways for securing your family legacy

Insights into giving and inheriting wealth across generations.

Women’s Wealth Alliance seeks views on women in personal finance

This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles.

Does Wealth Always Equal Happiness? New Research Suggest No

Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging.

Winning over the unadvised amid $3.5tn wealth wave

Lower fees was cited by 61 per cent of respondents who are not currently advised, alongside trustworthiness at 58 per cent.

Wealth disparity grows in Finland as rich get richer

The wealthiest 10 percent of households in Finland now account for more than half of the total net wealth, according to Statistics Finland.

Calastone research reveals tokenisation could save US$135 billion for asset management industry

The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.

Client communication outpace wealth managers digital shift

Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.

Decision paralysis: two in five say investing is one of life’s toughest decisions

Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome.

Rich people are powering America's economy

The top 10% of earners are now responsible for almost half of all spending, a record