Managers of Wealth

What makes an ultra-high-net-worth (UHNW) individual?

The world’s richest citizens are known as HNW - or high-net-worth.

Key regulatory considerations in wealth management M&A

What constitutes “control” varies depending on the regulatory classification of the Target.

Helping young talents inspire others

The Young Talent programme was born of UBP’s commitment to supporting and fostering high achievement in the young generations

Marketheimer: Pulling in opposing directions

The twist is that rather than incongruous events, it’s contradictory evidence and conflicting interpretations of data, asset pricing, and Fed policy that’s happening right now.

How to get a £1 million home – with no income

Private banking offers a source of finance with several key differences to high street lenders

Journeying to a better world: sustainable tourism critical to ecological development

Increasingly, tourist destinations themselves are being threatened by the global warming caused by these emissions.

Holidays leave UHNWs vulnerable to financial crime and fraud, advisers say

According to family office experts and security professionals, UHNWs with their guards down on summer vacations might be exposed to a ‘perfect storm’ of financial crime and fraud risks

Don’t Risk It All: Areas Of Focus For High-Net-Worth Families

This primer is an overview of the risks associated with common issues high-net-worth (HNW) families face and how to navigate them.

Be prepared for lifelong security, no matter what happens

Neither of these figures include their future endorsement deals.

Eurozone navigates growth challenges as German motor stalls

A concern remains that the European Central Bank (ECB) is overtightening its monetary policy.

‘Richcession’: Are the rich getting poorer?

UHNWs have been hit by volatile stock markets and high inflation eroding post-pandemic gains

Why the path of global wealth and growth matters for strategy

There are four plausible scenarios for how global economics might unfold in the next decade.

Entrepreneur tips: getting down to business

From working with gaming powerhouse Sega, to driving sustainable practices in his home country, Stefano’s history is varied.

Three ways to improve investor engagement

Our latest analysis of best practice includes the findings of a survey of 350 investee companies from 45 countries, a GMO crops engagement case study and our formula for successful engagement.

In Switzerland, there is fear about finances

This is the result of a survey conducted by the French-speaking Swiss comparison portal Bonus.ch among 4,700 insured persons across the country.

Money K: Borderless wealth management in greater demand

Taking a global approach and doing business across continents is here to stay – even if it has been tougher recently, says the Global Head of Citi’s Global Client Service Money K.

This bond veteran says investors are too optimistic about inflation

The head of short-term investments and global credit at First Sentier Investors – formerly Colonial First State Global Asset Management – is an outlier among his peers.

What Makes You Rich? The Truth Behind Financial Wealth

Finding a balance between enjoying the pleasures money can provide and being smart with our finances will help us achieve our financial goals without sacrificing our happiness.

European Private Banking Survey 2023: Strong interest margins mask a drop in profitability

Our 21st annual survey finds the industry facing challenges to growth and profitability of invested assets but armed with plenty of ideas on how to succeed.

Super-rich and poorest both see drop in wealth, study finds

In addition, the number of Russian millionaires rose by some 56,000 to 408,000, as did the number of ultra-rich individuals with more than $50m.

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