Managers of Wealth

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.

Amanda Ong of Arta Finance: Redefining Scalable and Personalised Wealth Management with AI

Ong opened her commentary by offering a vivid snapshot of Arta Finance’s foundation and mission.

Report: World’s Best Wealth Management and Advisory Companies, 2025

Markets rebounded from the previous year’s downturn, and the Federal Reserve seems to have completed its cycle of interest rate hikes.

Bill Gates pledges to give away his fortune by 2045

Microsoft co-founder and billionaire Bill Gates has said he will donate most of his wealth to meet urgent needs amid sweeping US foreign aid cuts.

Wealth managers' best advice for single moms ahead of Mother's Day

Advisors offer important recommendations for single mothers seeking to secure their financial futures.

Three must-see charts for investors in May

Each chart tells a story of adjustment – to volatility, to long-term opportunity, and to the structural shifts that will define the next investment cycle.

Gold’s a valuable but volatile haven among others

From 2022 through 2024, a bullish gold narrative centred on geopolitical tensions and investors seeking alternatives to the US dollar.

Comment & Analysis