05/15/2025
A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk
The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth.
Comment & Analysis
05/14/2025
Melinda French Gates opens up on ex-husband Bill Gates' plan to give away all his wealth, "I think it's…."
The foundation announced it will double its spending to $200 billion over the next two decades to fight deadly diseases, reduce maternal and child deaths, and ease poverty worldwide.
05/14/2025
Tribe Impact Capital acquires Snowball Impact Investments
The transaction sees 100% ownership of Snowball by Tribe with existing members from both Tribe and Snowball remaining invested.
05/14/2025
Portugal: Europe’s new destination for HNW expats and investors
Offering security, elegance, beauty, and opportunity, Portugal is a destination not to be missed, whether you seek residency or a promising property investment.
05/13/2025
Family offices must take a global view
Recent market gyrations have been unsettling for long-term investors.
05/13/2025
UBS Entrepreneur Survey: Where does the compass point?
The companies also demand a decisive economic response – but not with protectionist countermeasures and government financial injections.
05/12/2025
Amanda Ong of Arta Finance: Redefining Scalable and Personalised Wealth Management with AI
Ong opened her commentary by offering a vivid snapshot of Arta Finance’s foundation and mission.
05/12/2025
Report: World’s Best Wealth Management and Advisory Companies, 2025
Markets rebounded from the previous year’s downturn, and the Federal Reserve seems to have completed its cycle of interest rate hikes.
05/12/2025
Bill Gates pledges to give away his fortune by 2045
Microsoft co-founder and billionaire Bill Gates has said he will donate most of his wealth to meet urgent needs amid sweeping US foreign aid cuts.
05/08/2025
Wealth managers' best advice for single moms ahead of Mother's Day
Advisors offer important recommendations for single mothers seeking to secure their financial futures.
05/08/2025
Three must-see charts for investors in May
Each chart tells a story of adjustment – to volatility, to long-term opportunity, and to the structural shifts that will define the next investment cycle.
05/07/2025
Gold’s a valuable but volatile haven among others
From 2022 through 2024, a bullish gold narrative centred on geopolitical tensions and investors seeking alternatives to the US dollar.
05/06/2025
Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice
And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.
05/05/2025
Hong Kong’s 8 online banks set sights on managing wealth after 74% deposits growth
Hong Kong’s digital banks plan to expand wealth management businesses as deposits and loans surge
05/05/2025
Meet the 14 investment pros who ran the London Marathon
After the London marathon, 14 individuals reflect on their motivations for participating in the behemoth event and the skills that are essential on the track – but also in the workplace.
05/05/2025
Bond market: Tariff hammer scares away foreign debtors
While foreign borrowers did not achieve an all-time record, they also achieved a substantial issue volume of CHF 3.1 billion.
05/02/2025
Women as CEOs of their households: The hidden investment skills
Our Senior Investment Director, Rachael Marsden, explores how women, often the CEOs of their households, possess invaluable financial management skills.
05/02/2025
Retirement planning: securing your future with Brown Shipley
With over two centuries of experience in private banking and wealth management, we're uniquely positioned to guide you through the complexities of retirement planning.
05/02/2025
Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List
This prestigious ranking, compiled in partnership with market research firm Statista, highlights the top 500 Registered Investment Advisors (RIAs) across the nation.
05/02/2025
Senior executives: a practical guide to planning your retirement and optimising your assets
In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.