Managers of Wealth

Ten years of contactless payment: a bird’s eye view

With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.

Gen X stands to gain the most wealth from the $84 trillion wealth transfer

The average age of children expected to receive the most substantial inheritances

Global high-net-worth population and wealth back to record levels despite global instability

This upward trend offsets last year’s decline and puts HNWI trends back on a growth trajectory.

Global Wealth Capitals – New York Leads The Way: A Snapshot of the World’s Top 10 Most Affluent Cities in 2024

These leading wealth hubs, each with a distinctive mix of history, geography, and economic activity, wield considerable influence worldwide.

5 Key Takeaways For Modern Family Office Risk Management

To paint an analogy, not all lighthouses are built equally - and the unique nature of every family office demands clever captaincy to steer clear of storms and avoid running aground on the shore.

Private Banking Industry Assessment and Outlook 2018-2033

The growth witnessed in the historic period can be attributed to several pivotal factors.

Morgan Stanley Names 10 Women and an Ally as their MAKERS Class of 2024

Nominations were solicited from employees across Morgan Stanley Wealth Management.

Cerulli: Wealthy Investors Prefer Advisors at Big Firms

Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.

UBS: Mainland Chinese art collectors spent the most in 2023

Their median expenditure on art and antiques surged to $241,000 in the first half of last year, according to the Art Basel and UBS Global Art Market Report 2024.

Family Offices Market 2024: Rising Demand for Tailored Wealth Management

Family offices are private firms that manage the investments and wealth of high-net-worth individuals or families.

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide

Semi-liquid funds reach $350bn driven by private wealth demand

The number of strategies dedicated to wealth clients has doubled in the last five years, Preqin research shows.

Pictet Research Institute launched

The Pictet Research Institute will be led by Maria Vassalou, who joins Pictet from Goldman Sachs Asset Management, where she was co-CIO of Multi-Asset Solutions.

“There’s false perception that people’s skills erode when they are not working.”

Investec recently spoke to Julianne Miles, a social entrepreneur and the CEO of Career Returners.

Forbes Recognizes JKS Financial as a Best-in-State Top Wealth Management Team

The team was ranked 33 on Forbes and SHOOK Research's annual list

Coutts London Prime Property Index Q4 2023

Despite this late flurry, prices remained broadly static across prime central London when comparing overall data from 2022 and 2023.

How Rich Has Elon Musk Been During Every Decade of His Life?

He made his huge fortune over many years by starting up new companies and investing money in existing ones.

Swiss Finance Institute receives new addition from the Rhine knee

The latest addition is also the oldest university in Switzerland.

Need for financial advice drives more secondary accounts to wealth management firms

J.D. Power's study suggests that many "competitive" providers may already be doing so.

How Macquarie wins from BlackRock’s 20-year infrastructure bet

BlackRock’s acquisition of Global Infrastructure Partners suggests the local market may be underestimating the value of it Macquarie’s world-leading asset management empire.