Managers of Wealth

2 Investing Mistakes Wealthy Millennials Are Making in 2024

This may not be surprising, as younger generations in general often think they can outsmart conventional wisdom by charting their own path.

Bill Gates is open to losing $101 billion to the tax man—but not policies that replicate North Korea’s ‘unbelievable equality’

The tech titan has often advocated for higher taxes on the rich, as well as encouraging his ultrawealthy peers to engage in philanthropy.

Waystone to support American Century’s first European ETFs

In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.

The Quilter Academy partners with FutureProof Pro and Life After Professional Sport

FutureProof Pro is a careers support service looking to transition into a new field after their successful sporting careers, which can be daunting for many.

Quilter appoints Watson & Co to its mortgage network

Watson & Company is one of the largest mortgage and protection brokerages in Bristol with over 10 members of staff.

Confidant’s trick: What happens when a trusted UHNW adviser goes rogue?

From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours

Clients want to talk to advisers about philanthropy

Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.

Thomas Jordan's Exit, Leaving Potential Liabilities Behind

In addition to the interest rate decision, the Swiss National Bank's inflation forecast and economic outlook will also be in focus.

Using cutting-edge financial products to empower hands-on philanthropy and sustainable investment

Along with a personalised approach from wealth managers, the modern philanthropist also needs access to financial products, structures and vehicles that can offer this level of influence.

BNY Releases The Voice of Community Banks Survey

The survey looked at the current state of community banks across the country—and the findings reveal what community banks need to stay competitive and help their communities thrive

“A key indicator of success is when clients introduce their children to us” – an interview with Frédéric Rochat, our Managing Partner

This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.

Breaking taboos in Swiss private banking

It is shaking the foundations of this secretive profession - what's more, there are many indications that the dam has now been broken.

IQ-EQ’s Bagshaw: The asset management industry must do more to fuel female success

Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion

Robeco Switzerland exec ‘not surprised’ by lack of female PMs

The gender of a fund manager should be irrelevant but it is often not.

Women in power: Meet the 200 female leaders making waves

As of 2023, there are 14,555 women-powered businesses in the UK

Luxembourg Ucits funds gained from impressive rebound

New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.

Basel III: Special Conditions for Wall Street Banks

Similar efforts to weaken or delay regulations aimed at strengthening banking resilience are likely in other countries as well.

Commonwealth Partners with Legacy Capitals, Enhancing High-Net-Worth Offering

Firm supports advisors with education and consulting on the complex needs of high-net-worth families.

Value-creators beat the fade

Time in the market, on the other hand, has proven to be more beneficial for longer-term investors focused on quality companies with strong fundamentals.

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

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