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Comment & Analysis

07/21/2025

Gen X’s $1.4 trillion windfall: The ‘Forgotten Generation’ is the surprise short-term winner in the Great Wealth Transfer

This wealth transfer—not just massive in scale but also unprecedented in speed—places Gen X at the epicenter of the long-anticipated “Great Wealth Transfer.”

07/18/2025

Pure bike spirit at the Andermatt Freedom Ride

The journey to Andermatt alone is a dream for any motorcycle enthusiast.

07/18/2025

Citigroup plans 15% increase in Japan investment banking workforce

The bank has experienced a significant increase in investment banking fees in Japan, which rose by 140% to $92m as of 10 July 2025, compared to the same period last year, as reported by Dealogic.

07/18/2025

Wealth Management Industry Faces ‘Talent Crisis’ Amid Growing Need for Financial Professionals

Early-career advisers said firms should invest in AI and branding to attract and retain talent, according to the annual J.D. Power Satisfaction Survey.

07/18/2025

Where the wealthy are moving now

But for the rich, a number of new destinations — both in the US and abroad — are gaining ground.

07/17/2025

1 in 388 Hong Kong homeowners has a net worth of more than US$30 million, study finds

The number of ultra-wealthy residents and second-home owners in Hong Kong was more than twice that of London

07/17/2025

Luxury’s second-quarter earnings cheat sheet

This quarter’s results are expected to show a continuation of luxury’s slump. Analysts weigh in with predictions.

07/17/2025

Embracing reform and unlocking the growth potential of private banking and wealth management

Wealth management and financial advice are no exceptions.

07/16/2025

16 Top Wealth Management Companies

The wealthiest in the world trust these companies to manage and multiply their assets.

07/15/2025

Job-seeking bankers refute cliché

Bankers, asset managers, sales managers – they all know exactly what they're capable of and what they're worth.

07/15/2025

Lazard UK CEO and Co-Head of European Financial Advisory Cyrus Kapadia named in Financial News’ list of Most Influential in European Finance 2025

The list features leaders shaping the European finance

07/15/2025

Million-Euro Debacle at Bank Radicant: Calls for PUK Grow Louder

Pressure is also mounting on the bank's top management.

07/15/2025

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.

07/14/2025

Ranked: Richest Countries by GNI (nominal) per capita, 2025

The gross national income (GNI) of a nation is a definitive measure of total income, calculated by adding the gross domestic product (GDP) to the net income from foreign sources.

07/14/2025

Julius Baer: Luxury loses lustre for rich despite wealth growth

Singapore and Hong Kong remain among the most expensive cities for high net worth individuals, whose spending patterns, shifted notably last year.

07/11/2025

Mysterious Boom: Record Number of Private Bankers in Switzerland

The study is based on data from annual reports and covers a large portion of Swiss private banks, with the notable exception of UBS, which was not included for methodological reasons.

07/09/2025

Franklin Templeton: Secret Gathering of Blockchain Giants in Zurich

The key condition for the gathering: absolute confidentiality.

07/08/2025

Citi invests in HANetf to bolster ETF white-label services

The investment sees Citi join other institutional shareholders, including Elkstone, Point72 Ventures, and ThirdStream Partners.

07/08/2025

How Jeff Bezos and Lauren Sánchez do their prenups as one of the world’s richest couples?

Experts in family law and wealth management suggest that the couple likely signed a complex prenuptial agreement ahead of their wedding.

07/08/2025

How Many Billionaires Are There in the United States 2025?

This reflects how the U.S. economy continues to mint new fortunes rapidly, especially in tech and finance, while deepening wealth concentration in fewer hands.

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EFG to partner with Capital Group to enhance investment solutions offering and opportunities

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After the crash: Luxury industry promises renewed glamour

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02-16-2026

Reputation in the age of AI

02-20-2026

Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland

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How can wealth managers balance AI innovation with cybersecurity?

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Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

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