Managers of Wealth

CIO believes the bull market remains intact

With hundreds of billions in investment commitments and the bull market on track for its three-year anniversary, fears of an AI bubble that could rival the dotcom era are mounting.

State Street: Gold Rally Echoes 1970s Boom

Analysts argue that $3,500/oz now represents a key support level for gold.

Adapting, reinventing, embracing change – Lombard Odier’s new headquarters embody our ‘rethink everything philosophy – words from a former Managing Partner

The entrepreneurialism he discovered was to have a profound impact on the young Yves and, through him, Lombard Odier and the wider Swiss finance sector.

Ultra-Wealthy Hotspots: The 7 States to Watch in the Next 5 Years

This growth followed a robust expansion of 12% in 2024, the third-strongest growth in the past decade.

The future of AI: In conversation with Michael Wooldridge

His influence stretches beyond academia

How to Break Into the Family Office Space

The views presented here do not necessarily represent those of Advisor Perspectives.

The Intelligent Allocator: exploring two ways to deploy capital after a liquidity event

This new series of short articles aims to answer key investor questions about deploying capital into financial markets.

Population of Ultra-Wealthy, Worth $30 Million or More, Just Passed a Major Benchmark

Hong Kong has seen significant growth, while the U.S. still dominates in the total number of very rich people

What do Fed rate cuts mean for investors?

A cooling US labor market gives room for the Fed to cut rates further, despite lingering inflation concerns.

Tourbillon Partners to run Pacific AM’s global equity funds

Global value boutique, founded by Ben Beneche and Ramesh Narayanaswamy, joins Pacific AM

Apollo Announces Launch of Apollo Sports Capital

ASC names Al Tylis as CEO, Apollo Partners Rob Givone and Lee Solomon as Co-Portfolio Managers, and Sam Porter as Chief Strategy Officer

Bergos’s art consulting head dies

Thomas Kellein, former director of the Kunsthalle Basel who joined the bank in 2013, died from a serious illness last week.

How Partners Group landed unique Deutsche Bank partnership

Marco Zamberletti, who heads the private bank’s global advisory solution unit, says GPs are often overly US-centric, and need a different approach for Europe.

Year-end priorities and a preview of 2026

In this report, we highlight year-end action items and provide a preview of new retirement planning provisions that go into effect in the coming years.

Hong Kong bankers pack luxury hotels near offices for typhoon trading

Need for minimal staff in the office creates rush on rooms at the Mandarin Oriental, Four Seasons and other centrally located hotels

How Wealth Managers Can Support Accounting Firm Family Office Practices

The goal is to achieve the same benefits that high-performing single-family offices provide to their super-rich clients.

Lombard Odier Co-Hosts Sustainability Forum in Thailand

The half-day event was attended by speakers from the financial, corporate, academic and public sectors.

World Nears Quarter Million Crypto Millionaires in Historic Wealth Boom

This significant growth coincides with a watershed year for institutional adoption, highlighted by the first-ever cryptocurrencies launched by a sitting US President and First Lady.

Half of UK adults feel uncertain about future but taking advice can help

It surveyed 8,000 individuals to understand the role of financial advice and guidance in helping people reach their goals and manage challenges.

Schroders launches first two European active ETFs

These listings will be followed by further listings on the London Stock Exchange, Borsa Italiana and SIX Swiss Exchange.

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