Why wealthy families are migrating – and why Dubai has become the leading destination
The 2026 wealth migration: What every successful family should know
Comment & Analysis
5211 articles found
Why wealth firms must act now to win Millennials and Gen Z
Expectations set by Millennials and Gen Z are already reshaping how advice is delivered, and firms that delay adapting risk losing relevance altogether.
Helvetia Baloise presents new brand identity
With the name Helvetia, we have a quality mark that can be used universally across all country units and language regions.
Sovereign bonds revisited
Correlations between bonds and equities are no longer reliably negative.
True Potential appoints Amundi as new strategic partner
This appointment is a strategic move that demonstrates our agile approach to investment management
Billionaire philanthropists face scrutiny as names emerge from Epstein documents
Some three million pages of redacted emails and communications have implicated some of the world’s richest men – and by extension, the biggest philanthropists.
From quill to quantum: Why letters still matter in the age of AI
The potential for strong company earnings is generating ongoing opportunities in the technology sector – a central industry for modern communication.
How Prada, Louis Vuitton, and More Brands Are Taking Their Luxury Style to the Ski Slopes
High-end houses are meeting demands for après-ski gear with luxe collections of their own performing gear.
What does Fed policy mean for investors?
The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors.
Ortec Finance Continues Strong Client Satisfaction Scores in 2025 Survey
The survey outcomes underline the importance clients place on collaboration, reliability, and continuous innovation—areas in which Ortec Finance remains strongly committed.
Realpolitik, turbulence and opportunity
Geopolitical risks are high. US action in Venezuela and tensions over Greenland signal a return of sphere of influence.
Van Lanschot Kempen secures fiduciary management mandate for Holcim Group pension plans
The mandate underscores the firm’s reputation as a trusted partner, providing bespoke and innovative investment solutions to pension schemes in the UK.