11/18/2025
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.
Comment & Analysis
11/17/2025
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
11/17/2025
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.
11/17/2025
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.
11/17/2025
Does borrowing make sense in 2025?
Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.
11/14/2025
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.
11/13/2025
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.
11/13/2025
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.
11/12/2025
Do tariff cuts cut prices?
If this trend continues, it might create inflation stickiness if the US Supreme Court rules other tariffs to be illegal.
11/12/2025
ABN AMRO to acquire NIBC Bank
The acquisition of NIBC also increases the scale of ABN AMRO’s position in the Dutch, German and Belgian savings markets.
11/12/2025
FNZ Raises US$650 Million from Existing Institutional Shareholders to Support Its Long-Term Business Plan
This provides further financial strength to support its long-term business plan and its commitment to delivering enhanced outcomes for clients worldwide.
11/11/2025
U.S. Treasury Central Clearing Survey: U.S. Firms Have High Degree of Confidence in Readiness While Europe and Asia Lag; Regulatory Clarity is a Key Factor
The survey, conducted by The ValueExchange, was designed to provide an update on where the industry stands with a little over twelve months to meet the cash implementation deadline.
11/11/2025
EBI unitises MPS to build new fund suite for clients fretting over CGT
The wealth firm has teamed up with Amundi to launch a fund of funds range based off its popular model portfolio service.
11/11/2025
Generation Summit 2025 – what’s the secret to long-term success for family businesses?
For family-owned businesses – where leadership transitions are not merely a matter of practicality but a question of emotional family relationships, identity, and trust – this can be an especially fragile time.
11/10/2025
J.P. Morgan: Sports is a Top Investment Focus for Billionaires
In fact, sports was ranked as the fourth leading key sector for investments, behind real estate, technology and energy.
11/10/2025
10 phrases quietly wealthy people would never say in casual conversation
Quiet wealth skips status scripts - no price drills, brand flexes, or “do you know who I am”—and speaks in value, context, and quiet care.
11/10/2025
Ahlström family rewrites rules of philanthropy
A pioneering Finnish family is looking beyond finance to drive systemic change, investing in cultural capital and linking with expert partners in developing countries
11/10/2025
Erste review: Broker wins seven international awards, reinforcing CEE private banking leadership
Its focus on sustainable investing, supported by a unified Chief Investment Office and ESG-integrated research
11/07/2025
Will Mamdani’s Proposed Millionaire Tax Save Or Sink New York City?
Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich.
11/07/2025
Hong Kong sees jump in demand for new accounts and assets
Wealthy clients at private banks prefer Hong Kong over other wealth management centres, according to a report from the PWMA and KPMG China.