Managers of Wealth

Competitiveness: How Switzerland Scores Internationally

The survey delivers low results for the items costs, the question of an «open and positive attitude» and the quality of company management.

Do investment professionals make good private bankers?

Investment professionals are increasingly crossing over to private banking roles. Is this strategic shift a lasting solution amid fierce competition and a thinning talent pool?

Tikehau Capital, Société Générale Assurances, CNP Assurances and CARAC Group join forces to launch a private equity fund dedicated to European defense and security

The aim is to support the emergence of future European leaders, while promoting job creation and economic dynamism in France and Europe.

Julius Baer’s new CEO takes on old guard to revamp Swiss bank

Stefan Bollinger wants to move the 135-year-old Swiss firm beyond the Benko scandal and past setbacks

It is about consulting successfully together

In this interview, they explain what clients can expect from the collaboration between the two divisions.

Ninety One to complete transfer of Sanlam Investments’ active asset management business

Ninety One UK will be the primary active asset manager for a specified portion of SI UK’s assets under management (AUM).

SuperReturn International 2025: Key trends in private credit

The credit-focused panel hosted by PitchBook offered rich perspectives on the current state of the market.

Why early online banks lag behind today's neobanks and neobrokers

While early online banks successfully digitized traditional services, they largely failed to adapt to the technological and business model innovations that define modern financial services.

How Public Scrutiny Can Make or Break a Company’s CEO Transition

CEO transitions significantly impact a company’s reputation and financial stability, as public opinion and media scrutiny amplify the stakes.

Waystone strengthens UAE presence with launch of onshore Management Company and Distribution Company solutions

The launch comes amid significant regulatory changes reshaping the UAE’s investment funds landscape.

Travel boom in the Gulf region plays into the hands of the financial industry

The expansion of aviation and hospitality in the Middle East is boon for the financial sector, but not for all market participants.

Strategy as well as size will shape asset manager M&A

The asset management industry is in the midst of significant transformation.

Essential guide to succession planning

Given the complexity of the landscape, an increasing number of families are turning to trusts and foundations.

SIX considers upgrading Fedafin ratings in the SBI

The SBI includes the vast majority of bonds from domestic and foreign issuers listed on the SIX Swiss Exchange; the index currently has a capitalization of approximately CHF 580 billion.

Millionaire exodus did not occur, study reveals

30 news pieces a day in 2024 on non-existent exodus

New York To UHNW Yellowstone Club Private Flights Up In The Air

Current listings for homes spanning over 8,000-square feet are all price on request.

Embracing Predictability in Uncertain Markets: Gareth Nicholson’s Blueprint for Wealth Preservation

His core message to advisers and high-net-worth clients is unequivocal: prioritize predictable income through a barbell strategy and innovative DPM solutions.

3 simple Warren Buffett wealth-building techniques you could use today

But he has done a phenomenally good job at building wealth over the course of his lifetime.

The new essentials: 10 years of spend insights reveal UK consumers now view entertainment, travel and beauty as non-negotiables

These are analysed alongside growth of card spending, across essential and non-essential categories, such as grocery, retail, hospitality, entertainment, and travel.

Understanding private markets, their benefits and challenges

Private markets look set to become part of many investment portfolios, but they’re complex investments with advantages and disadvantages.

Comment & Analysis