Managers of Wealth

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.

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.

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.

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.

Spring Budget raises deficits but sticks to fiscal rules

The coalition lost their majority according to the latest polls.

Brand with Amir launches strategy division to redefine influence for UHNWIs

The new division is not an expansion—it’s a reinvention of how the ultra-wealthy approach personal branding

Exploring imaginary worlds – natural artist Sofia Crespo examines the intersection of art, AI and sustainability

Crucially, though, her work stays firmly rooted in nature, aiming to inspire wonder and a determination to protect biodiversity and our vital ecosystems.

Edmond de Rothschild launches private equity fund of funds under Eltif 2.0 to expand private investor access

The fund will allocate capital through primary, secondary, and co-investment transactions.

Exploring potential of large language models for investment firms

The observations made in the first months of AI can still be used to navigate this journey.

UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers

UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration

Swiss Banking White-Knuckles it to the Quarter-Century Mark

Major banks give off a very intentional impression of unchanging, marble-lined solidity.

Italy’s Mediobanca launches €6.3bn offer for Banca Generali

Lender proposes funding deal by selling its shares in country’s biggest insurer

Why converters don't always keep their promises

The scene in this country that is intensively involved with convertible bonds is quite small.

Billionaires Are Losing Wealth, But Warren Buffett Is Getting Richer — Here’s Why

Warren Buffett, the CEO of Berkshire Hathaway, has seen his net worth grow by $11.5 billion since the start of 2025.

View from the top with Jupiter’s Kiran Nandra: Leading by example

The head of equities discusses how fostering a strong investment culture, an inclusive team and continuous refinement of best practices is key to delivering consistent value for clients

Family Office & Wealth Management Course: Best Strategies for Setting Up a Family Office, Preserving Family Wealth and Managing a Modern Family Office

You will have a chance to explore the family governance mechanisms, intergenerational wealth transfer, managing complexities of international wealth mobility and succession planning.

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