Managers of Wealth

Why Selectivity Matters in Today’s Markets

Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors.

Deutsche Private Bank’s Cora Chiu: Infrastructure is at the core of global themes

From an asset allocation perspective, these trends reinforce the role of alternatives as strategic portfolio building blocks rather than tactical allocations.

When advisers stop thinking for themselves

The hidden fiduciary risks of relying on AI agents are coming under the spotlight as wealth managers’ digital focus grows more intense

Why India's Super-Rich Are Buying A 'Plan B' Abroad For Their Families

A growing number of ultra-high-net-worth individuals are now looking at overseas residency and citizenship as part of their long-term wealth strategy.

89% of wealth management clients now served by 10 largest firms, FCA finds

Its market study found 41% of wealth managers intend to acquire another firm, increase revenue or grow their client base by more than 25% in the next two years.

Wealth Management Industry to Reach $180.90 Trillion by 2031 as Digital Advisory and Private Markets Accelerate Growth

The global wealth management market is forecast to increase from USD 118.56 trillion in 2025 to USD 127.72 trillion in 2026 before reaching USD 180.90 trillion by 2031.

How wealthy families are rewriting their philanthropy playbooks

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

Wealth manager and law firm partner on IHT/pensions support

The changes that will bring pensions into the scope of IHT will take effect from 6 April 2027.

Collector car market: performance, trends, and opportunities

The landscape is being influenced by multiple forces, including digital transformation, shifting demographics and increasing geopolitical fragmentation.

Former Rye Resident and Founder of The UHNW Institute Dies at 68

Stephen Prostano was a respected leader in wealth management and proud alum of Boston College.

FCA warns wealth managers over fees, financial crime and AI risks

“By building on that strong foundation, firms can raise standards further, with clearer fees, fair value and strong safeguards against financial crime.”

Why Philanthropy Is A School For Inheritance

Estate planning can determine who receives the assets.

UK jobs market nearing something of a trough as focus turns to Budget

The early estimate for July shows it shared a similar fate, decreasing by 94,000 or 0.3% on the year and 13,000 or 0.0% on the month.

MacKenzie Scott New Novel: Billionaire Returns to Fiction

Scott offered only a glimpse of what's coming, publishing four introductory pages containing the title, table of contents, characters and epigraphs.

Apollo Stock And Other Wealth Management Names Tied To California Tax Risk

This article walks through three U.S. financial stocks connected to that story and how this backdrop might matter for your watchlist.

Bottom Line: Radiant World – when business risk becomes wealth risk

Intesa Sanpaolo said it had €200 million of exposure and had booked provisions against it.

Dubai Luxury Housing Demand Holds Firm as July Sales Cross AED 3.4 Billion

Dubai’s luxury housing market shows strong investor confidence, with developers recording 244 off-plan sales above AED 5 million worth AED 3.42 billion in July

Why confidence matters for entrepreneurs, investors and growth – interview with Mark Goddard

The British Business Bank has become an increasingly important part of the UK’s growth ecosystem, helping address persistent scale-up funding gaps and crowding in private investment.

Public Alternative Asset Managers See Wealth AUM Rise

In quarterly earnings reports, Apollo, Blackstone, KKR and other managers also reported a slowdown in redemption requests and teased future products for the wealth channel.

Prominent U.S. Asset Manager Bets on Zurich as a Launchpad for Europe

The US asset manager is betting on innovative investment solutions spanning private markets and digital assets to drive its next phase of growth.

Comment & Analysis