07/15/2026
The “augmented” relationship manager: Smarter, better, faster
A new interaction model for private banking
07/15/2026
A new interaction model for private banking
07/15/2026
While there is still alpha in private equity, clients are not automatically rolling proceeds into the next vintage or direct deal, according to NFG Partners investment manager Nicholas Bedford.
07/14/2026
Over $100 billion of the upcoming wealth transfer is expected to be directed to charitable giving, primarily by those inheritors under 50, according to Morgan Stanley Wealth Management.
07/14/2026
Last year, Vinted became France’s largest clothing retailer, well ahead of Shein and Decathlon.
07/14/2026
This assumption is incorrect, as personal data can be useful to criminals either immediately or later on.
07/14/2026
The research suggests the widening gap is increasingly being driven by differences in long-term wealth creation rather than earnings alone, with women less confident about investing and less likely to make key financial decisions.
07/13/2026
Most of their rankings were unchanged, except for beer-to-property tycoon Charoen Sirivadhanabhakdi, who fell to fifth from fourth last year, according to Forbes.
07/13/2026
There is a disconnect between fundamentals and valuations in emerging market equities, according to T. Rowe Price’s Agnes Ng.
07/13/2026
Over the past two years, three of the wealthiest people on the planet — Jeff Bezos, Mark Zuckerberg, and Sergey Brin — have taken possession of yachts over 100 meters long.
07/13/2026
The new fund would represent a rare offering in the equal weight category.
07/10/2026
According to its website, Sovereign Wealth has around £3bn of funds under management and a network of more than 50 advisers around the UK.
07/10/2026
Four in 10 UHNW clients are over 70, with female wealth control set to nearly double, setting up opportunities for advisors.
07/09/2026
The speculative boom has faded, estimates have become more realistic, and collectors who once competed aggressively for rare Burgundy and Bordeaux wines are taking their time
07/09/2026
To meet this moment, fiduciaries must close the service gap with a relational model that blends technical excellence with empathy, inclusion and education.
07/09/2026
The report concludes that tokenisation is often too narrowly considered as a ‘niche financial technology’, but its true value is that it can enable a fundamental shift in how money, assets and information move.
07/08/2026
Many have also seen more serious disagreements escalate into formal legal disputes.
07/08/2026
But now Arnold Ventures, the foundation founded by the Arnolds, is going after an unsuspecting cause: sports betting.
07/08/2026
Zurich climbed three places compared with last year, according to the latest Julius Bär Lifestyle Index.
07/07/2026
This change supports effective management and disciplined execution, while maintaining a strong focus on risk management and clear control responsibilities.
07/07/2026
Today, Mathieu Flamini is Chief Executive Officer (CEO) of GFBiochemicals, which is working to develop bio-based alternatives to fossil-derived chemicals.