Managers of Wealth

A tiny elite controls the lion's share of global wealth and power, says report

In stark contrast to their wealth and power, the top tier "contributes disproportionately little to public finances.

Trump 'gold card' fast-tracks US visas for the wealthy

The Trump administration has introduced a scheme for applicants who can pay $1 million to expedite their visa process. Trump says it will provide "citizenship for all qualified and vetted people."

Half of wealthy individuals don’t keep written record of financial gifts

Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT bills

The ultra-rich are claiming an increasing share of global wealth, report shows

The ultra-rich could easily fill a football stadium.

Strategic asset shifts diversify for the decade ahead

Geopolitical fragmentation is driving spending in developed economies and creating opportunities in emerging markets.

Healthcare Costs Reshape Global Map for Migrating Millionaires

Global mobility is no longer simply about tax or lifestyle arbitrage.

Sustainability, system changes, and Swiss strength – Hubert Keller gives keynote interview at the FT Global Banking Summit

The conclusion is that the global economy is transitioning towards a more sustainable model – driven not by policy or ethics, but by necessity, innovation, and superior economics.

No, New York City’s wealthiest are not fleeing the city after Mamdani’s win

Conservatives warned of a mass exodus if the democratic socialist won, but experts, and property data, paint a very different picture

Why your crypto wealth may never make it to the next generation

Many people neglect to account for cryptocurrency in their estate plans, or they don’t let their heirs know how to access their crypto holdings.

The Crucial Role of IFCs in Cross-border Philanthropy

Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues.

CIO Lens: Bubbles, brooding and balance

On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability.

Is it time to add to European equities?

As a result, European equity prices have remained steady since the summer.

Over £1 million in investments? What the Budget means for your finances

The Chancellor’s Autumn Budget continues a now well-established trend, reinforcing what we’ve seen in recent years.

Royal London Asset Management launches four new funds for Australian investors

Building on the appointment of Sydney-based Kevin Haran earlier this year, yesterday’s announcement introduces the first four active funds to the local market, underscoring its continued commitment to investing into Australia.

Melinda French Gates slams billionaires who aren't giving away enough of their wealth

She said those who have benefited from businesses in the US should give back "far more than they are."

Helvetia Finalizes Merger with Caser in Spain

The combined entity will serve more than 2,5 million customers and employ over 7'000 people in Spain.

When is the best time to pass on wealth?

Find out why passing on wealth during your lifetime could make a more meaningful difference to your family’s financial future.

Bridging the AI ambition gap in asset management: Global survey

Most firms know they need to respond: 73% of executives say AI is critical to their organisation’s future, and the pressure to turn early pilots into measurable results is growing.

Switzerland Rejects Ultra-Rich Tax: Why CEOs Still Call It the World’s Top Wealth Haven

Switzerland’s “No” Vote Sends a Loud Signal to Global Wealth: The Haven Strategy Is Intact

Even millionaires don't feel wealthy these days

Even the wealthiest Americans worry about money, the study found.

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