Managers of Wealth

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.

Entrepreneur of the Year Paul Taylor on picking the right problems

Spear's Award 2024 Winner: Entrepreneur of the Year Paul Taylor talks about his successful Thought Machine

Trump’s policy priorities don’t yet shift outlook

Donald Trump’s second presidency began with a series of executive orders.

Standard Chartered and Prudential Singapore Celebrate 25 Years of Partnership With Joint Commitment to Empower the Next Generation by Imparting Knowledge on Money Management and Financial Responsibility

The collaboration will help up to 500 children from ComLink+ families build a strong foundation in money management.

Chasm’ between ‘haves’ and ‘have-nots’ in ONS wealth asset survey

The wealthiest 10% of households had household wealth of £1,200,500 or more

Comment & Analysis