Managers of Wealth

Investing In Whiskey For Cask-Strength Returns

When most investors think of an investment in whiskey, they think in terms of what is most familiar: a bottle of their favorite brand.

Schroders UK Financial Adviser Survey 2025: Advisers look to diversify portfolios to strengthen resilience

The survey, which captures the views of 221 advisers, suggests a more cautious outlook for markets.

Building resilient portfolios in 2026: how investors can navigate AI, commodities and market risks

As AI's increasing dominance looms, investors should look to infrastructure as an area for investment, as well as diversifying their assets, a UBS report has argued

HSBC Swiss private bank increases staff pay amid executive exits-report

HSBC’s Swiss arm has raised pay for some staff, including relationship managers, to discourage departures.

New York Art Life Magazine to Feature Exclusive Interview with Maya Walton Patel, the Superyacht UUHNW Chef

The celebrated chef on crafting bespoke culinary experiences for the "Special Bracket" of global billionaires.

How High-Net-Worth Individuals Cultivate Powerful Connections: Proven Tactics

For leaders at the pinnacle of their industries, networking isn’t a numbers game; it’s an art form, informed by data, exclusivity, and intentionality.

Tech overload slows UK wealth managers, survey shows

This fragmentation appears to be straining day-to-day operations, with one in three UK wealth managers saying they struggle to locate the information they need, and almost half (44%) viewing their systems as outdated.

Competitiveness, appeal and investments: Frédéric Rochat analyses the economic challenges facing France in Le Figaro

In this context, the analysis provided by one of Lombard Odier's managing partners, the Geneva-based global wealth and asset manager founded in 1796, is instructive.

Citi: Hong Kong’s Multi-Millionaire Population Rises

The report defines a multimillionaire as an individual with over HK$10 million ($1.3 million) in total net assets and at least HK$1 million in liquid assets.

Number of ISA millionaires tops 5,000

The figure has increased more than 1,000% in just seven years.

What Swiss Investors Are Betting on in 2026

Particularly striking are the strong acceptance of crypto assets, the focus on private markets, and a clear trend toward active management.

Coutts graduate intake reignites debate over gender gap in UK finance sector

The ‘Queen’s bank’ Coutts has announced its latest graduate programme cohort, which is made up of almost 90 per cent men, as finance still the sector with the largest median gender pay gap in the country

Optimal Board Meeting Frequency: What CEOs, CFOs, and Ultra-Wealthy Really Need

The tension is unmistakable—too many meetings, and the CEO drowns in prep; too few, and strategic blind spots grow.

Preservation to purpose: A new era of wealth planning in the Middle East

With one of the world’s largest intergenerational wealth transitions underway, Middle Eastern families are combining tradition, innovation, and purpose to ensure their legacies endure

When silence isn’t golden: Succession challenge looms for Asia’s wealthy families

Experts urge families to embrace transparency and set up clear governance structure through family charters to reduce the risks of ugly disputes.

US growth leadership, neutral rates, unpredictable geopolitics, and the accelerating AI race set to shape 2026

EFG expects the United States to be the fastest-growing advanced economy in 2026.

Does borrowing make sense in 2025?

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

Driven by optimism, powered by AI: the future of an essential business with Racem Flazi, Founder of LegalPlace

LegalPlace enables thousands of entrepreneurs, including those who would have never dared to launch a business, to set up their company easily, quickly and at very low cost.

10 things to know about global wealth trends in 2025

The Savills Spotlight on Wealth Trends report explores where high-net-worth individuals choose to live.

Warren Buffett's last letter to shareholders: 4 money lessons on wealth, risk, and kindness from the Oracle of Omaha

In his final letter, Buffett reflected not only on business and investing but also on philanthropy, wealth transfer, and personal finance.

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