Managers of Wealth

World’s top fund firms build $4tn in private assets

SPECIAL REPORT: Citywire has tracked how the world’s largest 25 asset managers have been expanding their private markets divisions.

Oakglen Wealth boss: ‘You don’t need vast capital to enter our industry’

He suggested the claim that firms need over £100bn in assets under management to succeed “does not always hold true”.

Hong Kong okays indexed life policy for the wealthy

The so-called indexed universal life policy allows premium holders to pledge assets, such as equities and bonds, to the insurance company as a custodian in lieu of paying cash.

Money on the move: important factors to consider before relocating

With relocation, comes the need to protect assets – during and post move.

Moving Abroad from the UK: Best Countries for HNWIs

Despite the non-dom scheme attracting wealthy foreign investors to the UK where they invested and created jobs, the Labour Government scrapped it.

Tariffs are causing a market meltdown—but some in the wealthy 1% see a chance to cash in

But the 1% aren’t necessarily surprised by the president’s actions and orders.

Assessing Trump’s trade targets, and Brazil as a case study

US trade policy is preoccupying companies and financial markets globally.

A rethink is spreading in Swiss executive suites

The pressure for transformation on Swiss companies has increased.

The challenge to balance in-house views with client preferences

Its Emerging Trends in Wealth Management report earlier this year found wealth managers are more readily offering bespoke portfolios to a larger client base, thanks to technology advancements which have transformed personalisation from a luxury into an in

WealthTech vs. Banks: The battle for Asia’s $700b digital wealth opportunity

There has been a proliferation of WealthTechs in the region whilst over 70 WealthTechs in APAC raised funds at seed or pre-seed stage since 2023.

Millennials Have Trillions In Wealth: Why Does The Financial Services Industry Mostly Ignore Them?

Yet far too many people view this generation as drowning in debt, wasting money on silly purchases and living in their parents' basements.

Cooperation as an anchor for stability

Stability does not happen by itself, but requires foresighted action and a clear strategy.

How Global Fintech Startups Are Closing The Gender Wealth Gap

These international fintechs aren’t just offering financial services—they’re reshaping economic opportunities for women, tackling gender wealth gaps, and driving real financial independence.

Jan Bielinski: From Swiss Private Banker to Art Photographer

Now, the former private banker who turned to photography and became an artist, is presenting a selection of his work in Zug.

RMB Nigeria Asset Management’s Money Market Fund Ranks Among Nigeria’s Top 10 Performing Funds

This achievement is driven by RMB Nigeria Asset Management’s strong research capabilities, strategic asset allocation, and active portfolio management.

Five key charts from UBS's annual returns study

UBS’s 2025 Global Investment Returns Yearbook highlights the US, breaking down the ‘American exceptionalism trade’ and the sheer level of market concentration in tech giants.

Inside Malaysia’s growing wealth hub: The rise of international banking powerhouses

This strategic move underscores the bank’s commitment to capitalising on the region’s promising opportunities.

Matthew Gilligan receives global STEP Founder’s Award for Outstanding Achievement

Matthew joins an elite group of recipients who have demonstrated an exceptional and sustained commitment to STEP, surpassing expectations.

Bern Cantonal Bank BEKB: Government Council maintains cantonal majority shareholding

The report focuses on the assessment of the three variants from an economic, financial and legal perspective.

Rethink Perspectives – Navigating complexity in the face of tariffs, geopolitical fragmentation and AI

These were the challenges tackled at Lombard Odier’s March edition of Rethink Perspectives.

Comment & Analysis