Managers of Wealth

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.

Utmost analyses expat tax regimes in Winter 2026 Navigator

Paul explores Utmost’s financial strength, technical expertise and strategic commitment alongside his predictions for three trends to shape the industry’s future in 2026 and beyond.

The new investment paradigm: What a CIO really thinks now

As Deputy Global Chief Investment Officer, Ertz shapes the firm's macroeconomic analysis, strategic asset allocation, and global investment strategy.

Why Family Philanthropy Breaks Down As Wealth Grows

But at a certain point—usually when giving increases following a liquidity event, family members get involved, or the world feels more urgent—those same instincts stop working.

Do bull markets die of old age?

With economic growth expected to remain strong and global interest rates easing, we don’t expect the current bull market to end in the immediate future.

Why Spain is the ultimate destination for the ultra-wealthy

In Spain, access to outdoor spaces, proximity to nature, security, and a strong cultural and gastronomic offering are particularly influential.

Luxury Sector Turns to Wealthy Americans to Boost Business

Businesses in the luxury space are due to report earnings next week, and Barclays analyst Carole Madjo expects the healthy performance of the U.S. stock market to translate into an uptick in spending on luxury goods this year.

JTC Enhances LatAm Proposition with New Brazil Office

The Sao Paulo office, located in the city’s financial district, blends local expertise and language capabilities with access to the global knowledge and resources of JTC’s renowned service offering through its international network.

"To invest in private markets, you need a tailored approach" – interview with Frédéric Rochat

Frédéric Rochat offers his perspective on illiquid assets and their presence (or absence) in private client portfolios, advocating a "tailored" approach.

Gen X have most wealth in property as Baby Boomers move to cash

Gen X households hold the most wealth in property and shares of any generation according to new KPMG analysis

2026 Roth catch-up explained

Mandatory Roth catch-up contributions: What’s changing, why it matters, and what to do.

Anastasia Stopnevich: soft power behind growing Cyprus-based wealth management firm

Despite the beautiful surroundings that some might find distracting, Stopnevich maintains an intensive routine.

Lessons for UHNWs from the Brooklyn Beckham family dispute

As the Beckham family feud dominates headlines, experts tell Spear’s how high-profile families should – and shouldn’t – manage disputes in public

How much inheritance is enough?

UBS experts share guidelines for finding a balance that reflects clients’ family values.

How The Millionaire Next Door reshapes client advice

That question remains relevant for RIAs who work with clients with financial behavior that does not always match outward appearances.

Billionaire wealth jumps three times faster in 2025 to highest peak ever, sparking dangerous political inequality says Oxfam

Billionaires 4,000 times more likely to hold political office than ordinary people

2026 Wealth Shock: 0.001% Now Own Triple the Bottom Half

The latest World Inequality Report, prepared by a consortium of economists including Thomas Piketty, sets out the new global baseline.

Gen X and Millennials Will Inherit Trillions in Real Estate Over the Next Decade

How luxury homeowners are preparing their children for the great wealth transfer

Comment & Analysis