Managers of Wealth

Surging wealth of India’s billionaires raises concerns about rising inequality, cronyism

The wealth of billionaires in India has risen to US$905 billion, according to a report by UBS, outpacing the country’s economic growth

European asset managers on course to manage €33 trillion in 2024

New report highlights growth of retail and passive investing, and how asset managers finance the European economy

Nomura Individual Investor Survey

The Nomura Individual Investor Survey is a periodic survey conducted with the aim of better understanding investing activity by individuals and providing information on related trends.

Can you still afford a private education – plus VAT?

Private education can be affordable, so long as you plan properly, and explore all your options with a financial adviser.

3 reasons to consider launching a European private market fund

Strategic growth is often synonymous with new products and distribution channels.

Winning by not losing

“No warning on Earth can save people determined to grow suddenly rich.”

Generational Wealth Divide: Younger High Net Worth Americans May Reshape How Wealth Is Transferred to Future Generations According to New Schwab Survey

They’re also planning a more prescriptive approach to how their wealth is used.

India’s Top 100 Richest: Wealth Reaches Record-Breaking $1.1 Trillion

In the past year alone, India’s wealthiest added $316 billion to their combined net worth, marking a 40% surge.

Allianz pauses talks with Amundi over control of asset manager

The two sides were unable to agree on a deal structure

2024 in Review: Helen Kan on Trends, Challenges, and Strategies Shaping Asia’s Wealth Management Landscape

Next year, wealth management industry continues to face economic uncertainty

Ray Dalio’s Latest Project: An Online Training Course for Investors

The Wealth Management Institute of Singapore in September launched the Dalio Market Principles Program in Strategic Investing for Family Offices program

Why time in the market beats timing the market

As an investor, you would no doubt be concerned.

Schroders UK Financial Adviser Survey 2024: Advisers anticipate move to equities as investors reduce cash holdings

The current survey reveals a significant shift from holding cash back to investing.

Political crises in France and South Korea aren’t market crises

Both look like political rather than financial market crises.

Foster Denovo acquires £300m AUA adviser firm

This latest deal marks the national firm’s sixth acquisition in 12 months

Nedbank seeks to calm nerves of unprepared heirs

People don’t tend to realise philanthropy can benefit them

Future-Proofing Wealth Management: An In-Depth Interview with FNZ’s Group President Roman Regelman

Roman discussed FNZ’s commitment to “opening up wealth” by creating an end-to-end wealth management platform that integrates modern technology, business and investment operations.

From Banking to Construction: New Investment Opportunities

Panattoni, Europe’s largest industrial and logistics property developer, was looking for an opportunity to offer private investors a well-diversified platform.

Wealth manager Q&A with Dr Sarah Ruggins: Diversification discipline

Dr Sarah Ruggins, head of investment specialists at St. James’s Place, on cognitive diversity, financial inclusion and the avoidance of group-

Madness. Madness!

"No matter how much you like grilled cheese… I can’t see this as a reasonable valuation."

Comment & Analysis