Managers of Wealth

Zeno Staub, Noel Quinn, Thomas Jordan…the highlights of the AGM season

Lukas Ruflin , Leonteq's long-time CEO, was denied a seat on the Board of Directors.

How wealth managers can leverage complexity for competitive advantage

Amid turbulence, enhancing client preparedness is vital to retaining assets. Tailored advice is key to creating value.

Oak champions youth sport as official sponsor of junior Guernsey basketball teams

The U18 teams play a vital role in the future of Guernsey basketball, offering young athletes the opportunity to train and compete at a high level.

Financial services leaders outline four key pillars to unlock UK growth potential

This comes at a critical time as the Chancellor prepares her growth and competitiveness strategy for financial services.

Meet Maeve: Cazenove Capital’s initiative for women in wealth

Jennifer Perry and Sandra Dailidyte at Cazenove Capital discuss their women-in-wealth initiative, Maeve, and what it means to have greater female representation in the financial services industry.

Impact investing: How to align your wealth goals with the desire for positive change

This type of investing can bring families together around shared values while offering the potential for financial returns.

M&G Real Estate secures strategic EUR73 million asset in Germany’s prime Rhine-Main logistics hub

The asset is fully let to Metro Group

Headhunters: 1'000 Relationship Managers Soon Missing at EAMs

Larger providers in particular are pursuing ambitious recruitment goals.

Strategic exits: an introduction and guide to optimising your exit

Whether you are contemplating a sale or have already exited, these insights will help ensure you maximise your financial future with strategic planning and expert wealth management.

From policy to ‘pain points’ – Transition Investment Summit explores today’s sustainable investment landscape

The transition is underpinned by fundamental transformations of five key systems – energy, industrial, consumer, health and digital technology

Brown Shipley: Trade talks boost markets

Clients with bespoke discretionary or advisory portfolios should consult their Client Advisor for the latest update on your portfolio.

Evelyn Partners launches Index MPS range into the financial adviser market

The five risk-rated portfolios combine the benefits of active asset allocation with passive funds to help cost-conscious investors navigate the markets

Talent war boosts pay for UK wealth CEOs

A new breed of bosses is in high demand

BOS's HK branch grows discretionary assets 47% YOY

The OCBC subsidiary said it is on track to achieve its assets under management growth target over the next three years.

A Less-Generous Warren Buffett Would Be $67 Billion Richer Than Elon Musk

The legendary investor has given away billions worth of Berkshire Hathaway shares, part of a plan to gift 99.5% of his wealth.

Melinda French Gates opens up on ex-husband Bill Gates' plan to give away all his wealth, "I think it's…."

The foundation announced it will double its spending to $200 billion over the next two decades to fight deadly diseases, reduce maternal and child deaths, and ease poverty worldwide.

Tribe Impact Capital acquires Snowball Impact Investments

The transaction sees 100% ownership of Snowball by Tribe with existing members from both Tribe and Snowball remaining invested.

Portugal: Europe’s new destination for HNW expats and investors

Offering security, elegance, beauty, and opportunity, Portugal is a destination not to be missed, whether you seek residency or a promising property investment.

Family offices must take a global view

Recent market gyrations have been unsettling for long-term investors.

UBS Entrepreneur Survey: Where does the compass point?

The companies also demand a decisive economic response – but not with protectionist countermeasures and government financial injections.

Comment & Analysis