Managers of Wealth

New record for gold

Consequently, central banks around the world have allocated an increasing share of their reserve assets to the yellow metal, and we think that this trend will continue in 2025.

Financial services: Dealmakers adapt to a shifting landscape

Monthly deal value in 2024 returned to the average monthly value of the prior five years, and total deal value for 2024 was 30 percent higher than that seen in 2023.

Rethink multipolarity – an investor’s roadmap

The implications for the global economy and financial markets may be significant.

Glencore Rides the Gold Wave

Frustrated with the stock market, CEO Gary Nagle is now weighing the possibility of abandoning the London Stock Exchange.

This Swiss university has the best young analysts

The teams from Eastern Switzerland were from the University of Neuchâtel and the University of Lausanne.

Case study: Helping a ‘non-domiciled’ couple with inheritance tax planning

Last year’s UK Autumn Budget included a number of important changes for our international clients who live in the UK. Here’s an example of how we could support them.

Benchmark adds £200 million with agreement to acquire Robertson Baxter

This acquisition continues Benchmark’s strong growth trajectory having increased its adviser base, boosted internal headcount and expanded its technology proposition over the past year.

Indosuez's Alexandre Drabowicz: «West Underestimates China»

With a series of strategic measures in place to stabilize its economy, China is poised for a significant rebound in 2025 – driven primarily by a resurgence in consumer demand.

Wealthy families must protect online reputations

First impressions are often shaped by a quick internet search, whether by business partners, philanthropic organisations, or financial institutions.

German Co-Working Provider Eyes Switzerland

Now, the German provider is considering bringing its successful model to Switzerland.

Private banking and expats in the Middle East: a conversation with Amer Malik from Dubai

At Lombard Odier, we advise a phased approach to succession, where the next generation gradually assumes responsibility

Aristia Wealth Management Launches New Equation in High Net Worth Planning

With the latest AI-powered technology, deep experience in advanced planning, and strategic investment insight, Aristia is a comprehensive solution for high-net-worth clients.

Jeff Bezos’ 6 Top Strategies for Building Wealth

Thinking small is a self-fulfilling prophecy

Norway wealth fund posts record $222 billion profit but warns tech boom won't last

It was the second straight year of record profits, beating the 2.2 trillion Norwegian crowns earned in 2023.

Rothschild & Co: Week One: The Art of the Deal

Although such rhetoric will have little potency, it may embolden China’s own territorial claims.

Permian and Highvern Combine to Create New Leading Fund and Private Capital Services Platform

Already leaders in their respective markets, the Permian and HIGHVERN brands are long-established and have built strong reputations for service quality and the strength of their client relationships.

Three essential charts for investors in January

Market trends are rapidly evolving under the influence of a range of factors, both macroeconomic and geopolitical.

Saxo Bank Switzerland waives custody fees

Saxo Bank Switzerland will waive custody fees for retail accounts from 1 February to gain a competitive edge.

The Future of Philanthropy

Exploring emerging trends in philanthropy and how a new wave of philanthropists are giving back.

SJP ongoing advice review ‘progressing as planned’

The wealth manager later said it needed to set aside £426m in case it had to refund clients for an ongoing service that has not been evidenced.

Comment & Analysis