Managers of Wealth

Three must-see charts for investors in May

Each chart tells a story of adjustment – to volatility, to long-term opportunity, and to the structural shifts that will define the next investment cycle.

Gold’s a valuable but volatile haven among others

From 2022 through 2024, a bullish gold narrative centred on geopolitical tensions and investors seeking alternatives to the US dollar.

Europe’s largest asset manager, Amundi: retail investors engaging more with digital platforms but still value professional advice

And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.

Hong Kong’s 8 online banks set sights on managing wealth after 74% deposits growth

Hong Kong’s digital banks plan to expand wealth management businesses as deposits and loans surge

Meet the 14 investment pros who ran the London Marathon

After the London marathon, 14 individuals reflect on their motivations for participating in the behemoth event and the skills that are essential on the track – but also in the workplace.

Bond market: Tariff hammer scares away foreign debtors

While foreign borrowers did not achieve an all-time record, they also achieved a substantial issue volume of CHF 3.1 billion.

Women as CEOs of their households: The hidden investment skills

Our Senior Investment Director, Rachael Marsden, explores how women, often the CEOs of their households, possess invaluable financial management skills.

Retirement planning: securing your future with Brown Shipley

With over two centuries of experience in private banking and wealth management, we're uniquely positioned to guide you through the complexities of retirement planning.

Crestwood Advisors Named to USA Today’s 2025 Best Financial Advisory Firms List

This prestigious ranking, compiled in partnership with market research firm Statista, highlights the top 500 Registered Investment Advisors (RIAs) across the nation.

Senior executives: a practical guide to planning your retirement and optimising your assets

In an increasingly fragmented world, geopolitical tensions can have a major impact on the wealth of senior executives.

Spring Budget raises deficits but sticks to fiscal rules

The coalition lost their majority according to the latest polls.

Brand with Amir launches strategy division to redefine influence for UHNWIs

The new division is not an expansion—it’s a reinvention of how the ultra-wealthy approach personal branding

Exploring imaginary worlds – natural artist Sofia Crespo examines the intersection of art, AI and sustainability

Crucially, though, her work stays firmly rooted in nature, aiming to inspire wonder and a determination to protect biodiversity and our vital ecosystems.

Edmond de Rothschild launches private equity fund of funds under Eltif 2.0 to expand private investor access

The fund will allocate capital through primary, secondary, and co-investment transactions.

Exploring potential of large language models for investment firms

The observations made in the first months of AI can still be used to navigate this journey.

UBS unveils new Workplace Wealth Solutions technology for global stock plan issuers

UBS’s Equity Plan Services Plan Admin Pro offering will be powered by insightsoftware and provide clients with a comprehensive, flexible and scalable solution for global equity plan administration

Swiss Banking White-Knuckles it to the Quarter-Century Mark

Major banks give off a very intentional impression of unchanging, marble-lined solidity.

Italy’s Mediobanca launches €6.3bn offer for Banca Generali

Lender proposes funding deal by selling its shares in country’s biggest insurer

Why converters don't always keep their promises

The scene in this country that is intensively involved with convertible bonds is quite small.

Billionaires Are Losing Wealth, But Warren Buffett Is Getting Richer — Here’s Why

Warren Buffett, the CEO of Berkshire Hathaway, has seen his net worth grow by $11.5 billion since the start of 2025.

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